I am not gone (yet). I am just speechless from the fact, how gigawrong I have been regarding LAC/LAAC over last 6 months. Even the partial success with my most favourite sociopath cannot outweigh my own stupidity.  

I understand, that the Li2CO3 price is down (but still bit above $12/kg, used in most profitability calculations). However, I just don’t get the market reaction to the fact, that LAAC has delivered 6 ktons of LI2CO3 instead of 5 ktons. And yet is 15%+ down from already heavily depressed price.

Is there something, my Eastern European English has not picked up in translation? Sales of EVs is slowly approaching 20% share of new cars, so the demand should be there, but apparently is not. I guess, I am lost. Any clues from you guys?