Just noticed lithium prices hit over 200,000 this week - pretty significant move. Digging into what's driving it, turns out Zimbabwe's been having major shipping issues despite opening up exports. Their logistics infrastructure just can't handle the volume fast enough, so lithium concentrate won't actually reach the smelters until mid-July. That's creating a real squeeze in May and June supply-wise. On the flip side, there's solid demand coming in - new car models launched end of April are pushing orders up, and energy storage demand keeps climbing. Battery makers are ramping production. So you've got this classic supply-demand mismatch: lithium prices staying elevated because of the Zimbabwe bottleneck while EV and battery demand actually recovering. Worth watching how this plays out over the next few weeks as lithium prices react to these shipping delays. Could be a tight market through summer.