GREAT color from the Dec SMM Lithium Analysis noting total industry days of inventory were below 1 month 18 days ago. Downstream effects of this are going to be enormous if upstream availability are truly this constrained. Special thx to OP and geologist @Aliceingeoland https://news.metal.com/newscontent/103695828/smm-analysis-lithium-carbonate-market-2025-review-2026-outlook-from-surplus-to-demand-driven-deficit-market-to-stabilize(CryptoCondom)