General Discussion Topics, page-127840

Would be a consideration SYA may need to make in the future if this price doesnt start to stabilise.

I find it strange seeing headlines like this:
https://www.bloomberg.com/news/articles/2024-01-01/byd-posts-record-sales-quarter-to-challenge-tesla-at-own-ev-game

Yet the supply of raw materials price continues to head south. So then I ask, do we have a spod, carb and hydro oversupply?
seems unlikely if EVs are flying out the door at record rates and mining of lithium is a relatively small market (compared to copper/iron ore etc.)

Then there was the article late last year about battery manufacturers operating on extremely low inventory levels over concerns about the economy??
Something just doesnt add up. If BYD is having record sales, they would require record battery production, so how are battery manufacturers worried about the economy when they have that demand requested from OEMs like BYD?

If there is a bottle neck in your chem conversion plant, that would be an issue you would want to quickly resolve to increase your supply and thus profitability from OEMs that buy your batteries would you not? An if there is no bottle neck, why are they concerned about the economy when BYD has record sales and your pumping out batteries to them.

Quite simply 1 + 1 doesnt = 2 here.

So as others have said, lower prices will fix a lower prices issue. Via lower future supply coming online, some spod, carb or hydro producers shutting down or reducing output. Then when the next big wave of demand hits and battery producers running on low inventory require more, it will force prices up, thus the cycle will start again.