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Lithium's difference of opinion

Lithium stocks fell sharply this week after the release of a Morgan Stanley critique of the sector, before clawing back lost ground and in some cases rising above their ‘pre-shock’ price. The pattern leads to a simple question: what was that all about?

Lithium's difference of opinion Lithium's difference of opinion Lithium's difference of opinion Lithium's difference of opinion Lithium's difference of opinion

The two banks at least agree lithium supply will overtake demand

The easy answer is ‘not much'. 
 
A more detailed answer is that Morgan Stanley, one of the most respected names in investment banking, was playing a ga...