The restocking is a myth - having a big pile of lithium just sitting there makes no sense for a manufacturer.
Just in time manufacturing means you order what you need prior to when you need it. Bad for lithium miners - good for cell manufacturers.
Incidentally, How good is Graphite today? Almost like I predicted it. Much more blue sky there than in Lithium IMO - and hardly any suppliers of non Chinese to compete with.
DYOR IMO
P.s still buy graphite, it’s got way further to go, if you want to of course, not financial advice.
The restocking is a myth - having a big pile of lithium just...
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