Jonathan Evans, CEO of LAC, March 2020 interview on Kitco.com was very interesting.  I didn't see it until today.  He mentions several times his assessment that the lithium supplyl market is "tighter" than many people realize and he essentially expressed that he thought that the lithium market at that juncture was at the bottom or near bottom.  He also indicated that many lithium suppliers have been removed from the market and that this development will make the lithium supply side tighter than othewise anticipated.  One statement, and I am taking it out of context but see the video to get the context, that Evans made was:  "this has demonstrated the need of OEMs to have different suppliers of different geographies".  

Overall it was an interesting video, even though it is a couple of months old.  He talks fairly rapidly so I found myself rewinding in places in order to be sure I understood Evans correctly.  He is, however, a better public speaker in my opinion that Tom Hodson ( who retired in 2019 ) was and he represents the company as being very professional.

I think you will find this video interesting.

https://www.kitco.com/news/video/show/BMO-2020/2734/2020-03-06/Lithium-supply-is-tighter-than-people-think-prices-to-rebound-strongly#_48_INSTANCE_puYLh9Vd66QY_=https%3A%2F%2Fwww.kitco.com%2Fnews%2Fvideo%2Flatest%3Fshow%3DBMO-2020