Interestingly, the Oxford Institute for Energy Studies just published a paper on Lithium price volatility this past February:
https://www.oxfordenergy.org/wpcms/wp-content/uploads/2024/02/Insight-145-Lithium-Price-Volatility.pdf
They indicate that the unwinding of lithium stockpiles by Chinese cathode manufacturers is almost, but not quite, completed, and that they anticipate re-stocking to take place in 2H 24, which will create short term support through the rest of CY24.
There's plenty more to the paper (it's 13 pages long, and a fairly decent piece). Hardly gospel, but it is reasonably well researched, with plenty of sourcing, if you want to go back to source materials for further research (it is from Oxford).
Good News & Bad News, page-43381
-
- There are more pages in this discussion • 4,204 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add PLS (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$3.08 |
Change
0.070(2.33%) |
Mkt cap ! $9.215B | |||
| Open | High | Low | Value | Volume |
| $3.00 | $3.11 | $3.00 | $40.19M | 13.13M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 44 | 68485 | $3.07 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.08 | 70839 | 19 |
View Market Depth
| Last trade - 13.34pm 08/11/2024 (20 minute delay) ? |
| PLS (ASX) Chart |