Well I tend to think he's wrong. Simply saying there is enough Lithium in the ground is a correct statement. What he failed to omit is the lead time to find it in sufficient quantities, the purity and lead time to build a plant and build up production to said volume. PLS indicate lead time to get a plant properly dialled in is 18 months. So where is the extra supply going to come from ?
Huge shortfall coming. Again, why would 16 bidders register for PLS reverse auction...?
Looks like this guy is a shorter.
Well I tend to think he's wrong. Simply saying there is enough...
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