I admire your bravery to be still committed to the Lithium story. Not saying it wont recover, but God knows, where the floor is. And till China clears the inventory and refuse delivery of that junk raw material from Africa, I do not see any turn around. That said, the only bright spot is, that the battery cell production is not falling. And we do not care if those cells are put into Tesla or some Chinese EV.
Just to make you feel better, it took me lot of debates with myself to abanon this ship, so I do share the pain :-)