New Lithium Related Article, page-2551

on the contrary all production has had a matching consumer with off takes and buy-ins across the aus lithium space. This doesn't spell any over supply. Okay this 1st half there was a delay in commissioning of upstream converters but that's just timing effect and hopefully is only 6 months impact to demand.

I feel the missing part in Lithium is a benchmark pricing index. There is no global benchmark and hence the Chinese numbers are assumed to be the benchmark. its clear there has been a vast difference in Chinese vs excl Chinese prices. A global benchmark will open up the door to speculation, hype and all that volatility stuff that make industry manipulation all the much harder