Put SDV on hold and spend the cash on something else?, page-9

Prices for Lithium carbonate FOB South America have barely dropped.
Don't let the crap Chinese gear price skew the assessment.
Sorry I don't have the chart handy - the one with multiple price curves - see carbonate FOB SA price. Quite steady. That's the one relevant to SDV product.
Demand is only going to increase. Supply increases are loaded with teething issues and quality problems. Oversupply is a stupid myth imo. Next 10 years will be epic for anyone with quality product imo.

GL