Are current lithium prices leading to producer's bankruptcy ?
I see current lithium prices still driving enourmous cashflow positive and margins for producers.
The marginal cost of productions today in 2023 and going forward is no longer the same as in 2018/2019 during the last cycle price crash.
If producers do not get the buffer margins to cover their cost of productions, quite simply production is reduced or stopped entirely which leads to huge supply deficits once again.
Therefore prices will find an equilibrium imo where producers will be making the margins they need and battery makers too.
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