I hate to admit it but Goldman Sachs have been on the money with lithium forecasts over the last year or so. So the following article is certainly not good news.
https://www.ig.com/au/news-and-trade-ideas/macro-intelligence--lithium-and-navigating-the-ups-and-downs-for-231205
If they're right and lithium carbonate drops to US$11,000 per tonne next year, AGY could be losing money trying to produce lithium carbonate. Perhaps the longer it takes to get their plant up and running the better.
General Discussion AGY, page-19321
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