Benign Banter & Price Predictions, page-4898

An offtake would lock the company to a price point for a period of time, ignoring market forces.

I'd rather no offtake, but a trustworthy set of customers bidding for product on the open market. The price of LCE is only going up as supply doesn't meet demand.

As others have posted before, there's a youtube video of a presentation talking about LCE possibly going towards about $100,000 USD per tonne and not necessarily affecting demand. Would have to look for a reference (anyone?).

Companies are scrambling to lock up supply just now, but there are many customers that have missed the boat already.

All IMO, but many references can be found across the AGY threads over the last few months.