That simply means our competition start to really suffer. And thats good because only less lithium on market can lift current low lithium/ spodumene prices.
They should suffer more and for longer ( because they are really too expensive and there are many of them). Thats exactly how price of comodity is made ( the similar patern and the similar cycles for nickel, coal, copper...).
As Laver recently said : " LRS is not in that boat" ( =expensive producers and lithium processors).
LRS General Discussion, page-18567
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