We have two ways of looking at the over supply issue (or non issue).
One we can take the advice from financial analysts who have decades of form on the board of getting things so wrong it's a wonder it's even legal they're allowed to
operate other peoples money, or two, we can read the true industry signals such as changing governmental policy all over the world, to car and battery manufacturers etc. taking direct stake etc. in battery materials because their own billion dollar analysis tells them the complete opposite of all the misinformation we've been hearing of late.
Choose wisely.
GL
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