Agreed. And when shorters are already short on an asset the only...

Agreed. And when shorters are already short on an asset the only narrative they follow is to convince others that the market will decline.

When prices fall too low production is reduced like at Greenbushes or even halted as in the case of CXO. Explorers stop exploring and the end result is less product on the market, in turn causing a higher demand or a deficit. High prices cure high prices but it also works in reverse. A supply deficit can only cause the price to go one direction when demand is high and there is no indication that the world has turned its back on the need for electrification. It's quite the opposite.

With diminishing supply due to subliminal lows and increased demand the forecasters previously indicating an oversupply need to re-assess. Rarely do we hear an update from those that previously factored in supply that is now not destined to hit the market within their timelines. Could they be short? If so it would not be in their favour to promote these factors.

Disruptive technology generally leads to exponential growth at some point and with limited supply to marry up with this historic observation I know which direction I'm backing the price trend. There will always be a side that will attempt to mislead for the sake of their own pockets and print unethical stories to protect their wealth.

GLTAH