Prices of almost all commodities fall significantly in the last...

Prices of almost all commodities fall significantly in the last week, except lithium, almost exactly opposite to GS prediction.
Goldman Bullish on Commodities, Seeing Years-Long Supercycle
https://www.bloomberg.com/news/articles/2022-01-06/goldman-bullish-on-commodities-seeing-years-long-supercycle
They said that in January, when the price of copper (GS's favourite) was close to $10k, now it is close to $8k. They also said oil price was going towards $140 couple of weeks ago, exactly when it peaked at $120. Now the price is $107. (Ok, there is still time to fulfill their oil prediction). I don't think they are necessarily manupilating the market. But their tracking record and their competency, are something you should not take for granted.

Let's leave GS aside. This is a perfect environment for lithium miners, subsided inflation and high product price.

Even if lithium carbonate price drop a little, I don't think our offtake contract price will follow. As we all know, the bottleneck now is in mining, not converting. Current lithium carbonate price can support a spod price of $8,000, still with some profit left for converters.

However, when the concerns about economy is over, and if the speed of transitioning to renewables and electrification exceeds expectations, we might see a significantly even higher spod price.

What will GS say if that happens (Sorry I couldn't resist talking about GS again)? I can't wait to hear.