Anybody else trying to track spodumene pricing or inventory levels?
Carbonate prices are surging much harder than I anticipated.
Feels like we are lagging a small amount (yes I know we've bottomed / slightly moved up)
Think the pull from LFP batteries is significant.
Our pricing formulas are tied to lithium carbonate to some degree so this does not worry me hugely (in fact I am glad) but would be good to see spodumene move too.
From 2nd May 2017 Ganfeng ann:
From 4th July 2016 ann - it was POSCO in the end wasn't it? Memory is stretching now going back four years.
I believe the rest of the offtakes followed similar pricing agreements.. surely we are receiving increased product pricing now.
Good News & Bad News, page-8247
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