Usual Morgan Stanley fluff but Manono gets a mention (specifically Zijin) - https://www.marketindex.com.au/news/pls-min-igo-and-ltr-face-more-challenging-lithium-environment-says-morgan. I guess the US is going to have to make a decision whether they allow use of the Lobito rail corridor to Angola port (and other rail corridors to port - Tanzania and South Africa)) as Zijin planning first production 2026. If blocked then Zijin is going to have to build its own corridor to the only stretch of coast the DRC has which is plus 2000kms away.
The decision time has essentially arrived as Manono spodumene exports are starting to be slated in upcoming forecasts - forecasts that Morgan is using to essentially say upcoming supply will continue to dampen price growth.
My own personal view is Morgan are useless. We are talking about an entity that only exists because it was bailed out of its financial crisis back in 2008 by the US government (read US taxpayers).
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