https://seekingalpha-com.cdn.ampproject.org/v/s/seekingalpha.com/...

https://seekingalpha-com.cdn.amppro...0-ev-company-news-for-month-of-september-2020
No need to read it as most pertinent points have been posted over the last month.
What is pertinent this September report is pages and pages they used to be a few paragraphs.
Also what is interesting we are seeing OZ spod becoming an entity not bundled in with brine in reference to overall demand.
It is also great to see the names of individual OZ companies appearing on tweets etc by the gurus.
The magnifying glass is coming this way.
I have done the calculations, guestimations on how much AJM spod is in the LiOH market this year and Tesla cars, now I will await a guru or 2 to do the same.
They can't be moderated.