Just caught wind of that refinery fire in Geelong, Australia - one of only two left operating there, handles about 120,000 barrels daily. Normally this kind of supply disruption would have traders scrambling to chase lithium pricing higher, especially with the usual bull speculation playbook. But here's the thing - lithium pricing is already sitting at pretty elevated levels right now. Yeah, there's definitely room for some market action and speculation on supply concerns, but honestly, chasing it at these prices feels risky to me. The potential upside might look tempting, but the downside if sentiment shifts could be brutal. I'd rather wait for a better entry point than FOMO into lithium pricing at the top. Just my take though.