You don't think the extra supply of LTR and Leo coming online in H2 is likely to keep the price low? That is A LOT of new supply btwn us.
Could be a price spike BEFORE our supply comes on IMHO.
I think $700 - $1200 will be the new normal ongoing. The year after us I think Wesfarmers big project comes online....and of course the likes of A11, Kodal, Canadian hardrock must be due then...
It is very interesting to see the amount of new EVs on the road in Sydney though. BYD have some very capable and affordable options now, though Teslas still predominate.
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