long-range supply-demand forecast for lithium

Everything i am reading is that the is a massive over supply

Current producers though have an unassailable advantage as they can more than cover the demand which includes growth of
the e-bikes,cars,etc

so unless something changes on supply demand side the lithium story looks unlikey to gain momentum

I did pick up on GXY purely on a trading move when it close that first day at 72c.
So i would suggest waiting for some momentum to appear as AJM reads well and i do like the story and the company