Running Commentary on the SP Movements., page-5380

Hopefully many have listened to the audio and took notes that
lithium carbonate cannot be stored in a warehouse or stock piled hence once the spodumene is mined and processed it must be sold and used within 9 months.

Amazing .
This just adds to the already very tight supply chain and as Mike mentioned " just the beginning and no long term material around"
so in 7 years... forecast is 4 times the current supply will be required.
How fast can Manono start production .?
CATL / ?? Do not wait too long.