Some lithium analysis from S&P Global (in chronological order):
https://www.spglobal.com/platts/en/market-insights/latest-news/metals/121319-lithium-oversupply-to-continue-in-2020
https://www.spglobal.com/platts/en/market-insights/latest-news/metals/022620-platts-survey-china-battery-metals-lithium-coronavirus-covid-19