I'm sorry, how rude of everyone.
What would you like to discuss?
Do you have anything to add?
In case you don't, here's some food for thought regarding AJM and other raw material suppliers for the EV & Lithium supply chains:
Then there is the current pricing - circa US$500DMT FOB - that Talison (Greenbushes) has shifted to for their spodumene product and the apparent stockpiling of spod from their major expansion (CGP2) that was brought online last year.
This pricing is inline with Ganfeng SC6 supply from Mt Marion.
What are your thoughts on these subjects and potential implications for independent higher cost producers of raw materials such as AJM, PLS and GXY?
I am eager to hear your opinion @Bakey
TIA
Lithium & The Future, page-5794
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