So Morgan Stanley whose "expert" analysis is predicting new surging demand for EV's from India (credible), has as yet not refuted its own prediction of an ongoing lithium glut as of next year. Mere mortals such as us find it hard to get our minds around what appears to be a logical gap. We would be much relieved if MS could explain the type of expert calculus they use which flawlessly integrates the two positions and overcomes this apparent yawning chasm.
We're going to need a bigger boat!, page-510
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