Possibly a poorly researched and written article published by Roskill?I think it was that implies a Lithium oversupply is imminent in 2018... given a few aussie producers about to go into production TAW PLS AJM ... Article failed to take into account that all Lithium being produced by these 3 is already under offtake contract and yet we still have suitors lining up at the mine gates looking for more... Seems a few mums and dads have fallen for the rouse and sold up. Won't take long for the market to discount the report as nonsense.
Don't have the link unfortunately but did see a reference early on today on the AVZ threads
