All in opinion:
The only wall of supply in my eyes is the wall of supply of lingering 2018ish negative Lithium forecasts assuming EV Demand will not surprise to the upside. EV will surprise to the upside and all those oversupply theories (reminds me of the good IO tsunami supply theory days which provided opportunity to accumulate near lows) will be forgotten as the EV / energy storage market evolves, matures and makes competing markets later redundant. This is not similar to IO market, Lithium relates to an emerging industry in its infancy not an IO industry in its mature growth stages which tends to rely more on a balance of Supply and Demand. KDR Fully valued? No way...Totally disagree....
