Fascinating graph this h/t @KeineWunder If I read it right, two points:
1. doesnt make sense to talk about "cheap Russian gas supporting German competitiveness" pre-crisis. All gas was cheap!
2.only since outbreak of crisis has Russian gas become really cheap v. spot. https://t.co/G1Rg04kPpO
"The projected lithium deficit in a market already suffering global shortages and high prices of $62,000 per tonne — more
April 2, 2023
"The projected lithium deficit in a market already suffering global shortages and high prices of $62,000 per tonne — more than five times the average