Li-related News/Articles/Reports, page-8736

Yes, we know what Henderson said about PLS’s expansion plans:

“Pilbara Minerals boss Dale Henderson says he is not concerned a plan to triple the company’s lithium output will help glut the market and undermine pricing…..”
…”But despite downbeat market sentiment on the commodity, Mr Henderson said Pilbara Minerals is confident its ongoing expansion plans will not “move the needle” on the supply and demand balance, given the long-term projections on the need for more lithium supply.”


“Pricing of $US1000 a tonne was emerging as the market floor for global production, he said.
“What we’ve been observing and hearing from others is that looks like $US1000 per tonne is a level which is very much a swing price and is a level where quite a lot of the existing operators can no longer participate” he said.
“In which case the long run price, to enable some kind of margin and incentivisation to enter the industry, has to be above that.”



Not even you, Rob, can tell us where circa 40ktpa of NEW LCE supply is going to come from, each and every single month, on average, of this year and next.
Have a crack!


WoodMac’s supply assertions fail the basic BS test imo!


Imo
Dyor