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Ann: Lithium carbonate and spodumene concentrate pricing update, page-100

  1. 1,442 Posts.
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    I thought you had to be wrong. But when you convert to Aussie dollars you are bloody close. That’s incredible. There is no way they can possibly spend that much money on our projects even if you add in a couple of converters as it takes time to spend it. Looks like money will be coming back in some form.

    If they are having a Strategy Day, they must have a strategy beyond simply building the current projects out. Finally all coming together.

    Other than our gear, how much new lithium production is coming online? It will take the non developers years. It will have to come from producers expanding. I can’t see why we won’t see these prices hanging in there as even when they eventually do the EV industry will be massive.
 
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