“forecast made in September 2020”
In latest presentation LPD is using $12900/t based on BM Q1 2020 forecast.
RK Equity at the recent Las Vegas conference suggested $13800/t was fair value for long term contracts.
Recent reading now suggests $14500/t is fair value.
Spot prices are around $30,000/t for OH and CO3.
There is a very small percentage, 3% in cost I think in an EV, so OEMs can absorb higher pricing. However the higher the price goes the more attractive alternatives become, sodium just one example.
Regards
Lithium Related News, page-2956
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