GS's articleI finally can read it on Mining Weekly, here is the link.
https://www.miningweekly.com/article/goldman-says-bull-market-in-battery-metals-is-finished-for-now-2022-05-30
The way I see it, lithium is a commondty, bult also a special chemical. The demand is way too high, and the supply will not catch up demand.
You can build a Mega Battery factory in 18-24 months, but it takes 10 years to build a mine.
tiger