New all time high, page-198

Private, ol mate...You appear to have interpreted the article with your confirmation-bias-goggles on.
Extreme competitiveness in battery tech, plus dual Chinese & US IRA subsidies are forecast to turbo-charge uptake of EV's beyond, & ahead of, the current envisaged timeframe. Under such a scenario a near-medium spike in lithium demand is likely - one that occurs prior to the predicted supply response. IGO is well positioned for this eventuating...as a current producer, a low-cost one with expansion (incl hydroxide vert integration) projects underway, & also as an advantaged IRA beneficiary. Under the rapid escalation of EV-uptake scenario, IGO will be busily banking profits and then have the strength of its cost-competitiveness to both weather, & strategically take advantage of, any difficulties new, higher cost lithium projects encounter trying to come to market.
But then again, that's only my take...& I'm overtly biased.
Raving