Hi Okiedo
you are not talking to yourself on this board. I do check in here at least  twice a week, but since I have nothing new (meaning different) to say to this situation, I keep quiet. Surely you dont want to hear daily comments about Li2CO3 price being 10% down YTD.

The reality is, that entire supply chain still suffers from the "oversupply". Garbage raw material is still being shipped out of Africa and China is processing that garbage at any cost. I was told, that LAAC is still not at the battery grade level of production and LAC is nowhere near production (2027 is very distanced future)

Lithium is out of favour, investments have virtually stopped in this sector. Junior "wannabes" are suffering, LAC is sort of lucky to have enough money to keep the project moving.
I guess, I could continue in similar way on the demand side, but who cares? Point is, the demand chart in LAC is probably wrong.
Cheers.