I'm quite new to lithium stocks but the sell-off is not something I readily understood. Economics, yes, and supply-demand, but isn't it more complex than that? Just because some company in Chile ramps up production, surely doesn't mean that this will automatically increase their global customer base.
Increased production alone doesn't usually equate to more customers, so I think plenty of customers left for companies like PLS. Or is it different in the Lithium sphere?
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