where is the next ship, page-20

Yep as I said Roddy it's early days and a lot can change, but the point is that the Fe side of ADY is much bigger than previously anticipated by most. Also, wrt. the Li price I'd be reluctant to see it spike too high otherwise demand might get killed off in favour of other technologies. Sea water contains Li too and it can be extracted so long as it's economic so presumably the Li price can't go up too high before extra production sources kick in.

As an aside -- what's the risk in pricing in USD? Would pricing in another currency (e.g., Euro) make more sense given the outlook for the USD? Or does it not really matter (ie would USD-denominated prices simply be raised to compensate). Interested in anyone's comments.