Hey mate.
Putting out a lot of supply, I suggest you put this thesis against the current spot pricing. Sure it down 6-7% since the Chinese closed their two biggest cities. You do know that the Chinese refine 78% of the worlds lithium and any closures of the refineries drastically reduces demand and therefore affects pricing.
The demand for lithium is looking at expanding at a rate of over 30% yoy. Suspect you might like to subscribe to BMI to keep on top of things.
Some really have trouble seeing further than their next paycheque.
Keep your eyes open my friend and you may yet find some great lithium opportunities.
Best wishes.
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