Relevant Part of the AFR Article, page-2

There is definitely no lithium over supply issue, in fact it's the complete opposite and will be for many years to come.

As opposed to DSO-gate, this bottle neck threat is actually quite real though. Too much concentrate supply (which subsequently has a shelf life from concentration to processing) relative to existing processing plants would potentially see a downturn in hardrock concentrate prices in the short term. A case of too much concentrate coming on line and the inability to process to carbonate/hydroxide due to current infrastructure, pre expiry. This will only add more pressure to carbonate/hydroxide spot pricing pushing it well beyond US$30kpt. Go figure.

The demand is there, currently the infrastructure for processing (6-8% concentrate) is not quite.

Anyone who has predetermined contracts in place with processors will be right and will see out this blip, and that's all it is, a planning blip on end user behalf, not supplier.

The hiccup for shareholders (if this were to play out) invested in a company that is fundamentally immune in the short term, is the trickle on effect if this were to gain momentum.

Ill researched retailers and even Insto's who lack the ability to differentiate between who is immune and who is not. All in one basket "lithium oversupply" which could not be further from the truth, but unfortunately, much like DSO-gate, has the potential to drag the ones sitting pretty along with it.

IF this happens, don't freak out. It's a blip.

Buys the dips, good luck.