Long term price is $30,000T after 2030 to maintain incentive. $65-$70K for next 3 years (flat prices)
Spod just over $2,000T
Sub $20K long term forecast is just lunacy - marginal producers wont survive.
No one can be in business at $11K
The above from Rodney Hooper. Fascinating panel (I emailed Mining 121 a couple of days ago to remind them so thanks for posting @stacky50)
Stu's comment about Argentina feeding into US battery producers under a possible FTA - sounds great.
The DFS is going to be interesting
LKE towards TOP-5, page-16946
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