Morgans comes out with 11k LCE which would mean most mines and producers would shut down.
They also come out with lower EV's which they cite Ford & GM who have a cost problem not a demand problem. China and rest of world seeing increased EV's.
80% of lipidolite/dso already shutdown with remainder running at a loss.
At those levels only brine profitable and we are in one of the best / favourable locations.
Just need some progress.
imo
dyor
General Discussion AGY, page-21502
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