I did see a few articles pointing to normalisation by second half of the year. However the market in China should normalise much quicker as they have ramped up production for their own market.
If was an OEM I would be taking SC reserved for the dirty ICE and put them to work in EVs. Thinking overall car production would be down overall but EVs still growing.
On another note, not sure if anyone saw Joes latest tweet. Couldn’t contain his optimism about the hockey stick coming up.
Spodumene Prices, page-448
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