In a market where lithium sentiment still swings heavily, Chris Williams of Adamas Intelligence makes a more grounded case for why the current move in lithium may have real legs. His argument is not that lithium has suddenly become a safe or tidy commodity. Quite the opposite. It remains structurally volatile. But after two-plus years of weak pricing, delayed project timelines, curtailed production, and capital starvation, Williams argues the setup now looks materially tighter than many investors appreciate.
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