Looks like at these levels, some aren't prepared to wait?...

Looks like at these levels, some aren't prepared to wait? There's indication the inflationary environment is beginning to cool?, the stock market being forward looking may pull itself together - awaiting the US to provide a lead.

Regardless, it's difficult to comprehend where demand is going for EV inputs, just how much new supply is coming on board relative to the exponential growth in demand for ESG EV inputs!?

I expect the supply deficit & favoured locations away from China are well placed to capitalise on meeting the growing demand - let's hope RAS is one of them!?