Just noticed lithium stocks are having a solid day in the market. Sigma Lithium jumped 10.6%, Albemarle climbed over 7%, and a few others in the sector are all green. The catalyst seems to be that refinery fire in Australia – apparently one of only two major processing facilities down there caught fire on the 16th and they're still dealing with it. The thing is, these lithium operations rely heavily on diesel for their trucks and equipment. If that facility stays offline for a while, diesel supply could get tight, which would squeeze local mining operations. So the market's basically pricing in some near-term supply tightness. Futures are already up 4%+ on it. Interesting to watch how this plays out if repairs take longer than expected.