The headline makes no sense when they follow it up by saying
> Battery-grade lithium is used primarily in EV batteries, and many automakers have high purity standards. Much of the industry’s capacity to produce high-quality, battery-grade lithium is locked up until 2024
They're just putting two unrelated things in a headline to imply they're related. It's clickbait/FUD. If they're selling all the battery-grade lithium, why don't they tell us about why demand is down for low-grade lithium?