Interesting news with Albemarle and Patriot halting there MOU, I think it will be things like this that will have big ripples across the industry.
lithium prices will likely hover in the short term given current sentiment, but with ongoing delays and deferral of greenfield and brownfield developments, over the long term this will drive another stupid high on lithium prices.
Even a simple cancellation of a MOU will cause projects to slip by months as they now need to start talks with other partners.
I'm mixed about this as long term it's good for SYA as it will impact prices, but short term it's bad for the industry and becomes a self-perpetuating prophecy on lithium down turn
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