Also,‘I find these lithium macro reports (I’ve read many) basically
useless when they refuse to provide sources or a breakdown of which projects they are including in their supply numbers.
This one talks about 40 projects. Which ones? Does it include CXO which is already down. Does it include SYA and MINs.
It’s hard to reconcile the idea that mines are now contemplating care and maintenance but supposedly supply is going to grow 2-3x in the space of a few years?
Also,‘I find these lithium macro reports (I’ve read many)...
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