RE:Jeff Currie: No Capital Influx Into Commodity Supercycle YetLI industry investors are still angry over the faulty analysis of GS with regard excess supply of LI relative to demand. GS said China had an abundance of a mineral which when processed gave useable LI. In fact the mineral processing cost made the LI product markedly higher that natural rock deposits and in the meantime GS drove LI producers far lower. Hope this Currie guy is far more accurate.