RE:RE:RE:OMG! So if that 0.3% (sliver) of Massive (? WTF) oversupply is to be believed....
How much of that amount is part of the apparent wave of false/low/inferior grade LI that is being attempted to transact but is ultimately inappropriate for the purpose or below the agreed upon specifications.
It is just not the right product. Might LOOK like the right product... buit chemically not making the grade.
I would love to know how many garbage suppliers are being NO GO Listed by OEMs who don't want to have to test every batch and wonder if it is right like some sort of 1980s police drama with coke being rubbed on the gums to confirm a deal. What volume do these Bait And Switch producers represent?
Seriously, that 0.3% (if real) can easily turn into a strong negative amount and a shortage of "the good stuff" and that means that could/should be a flight to quality mineral.
At least I hope so.
Doing a lot of hoping lately.
HIBL