https://www.copyright link/business/mining/warning-that-lithium-prices-may-fall-further-25pc-20190523-p51qmi
"The talk of abundant supply is ironic, given many lithium exporters produced less lithium than expected in the early months of 2019 in the wake of weather disruptions in South America and Western Australia."
May be a bit of unfounded jitters presently in the market, but my understanding is that LTR are going for the value added product bonus. There is a lot of low grade product on offer that will be treated with the respect it deserves once LTR (and other) higher grades become available.
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