No, absolutely not. I still think demand and supply will eventually find a balance that will support reasonable long term pricing (spod around US$1500 per tonne, carb/hydroxide around $15k per tonne). But I still think we're at least a year away from that, and more likely a couple of years if we're honest with ourselves. Though with the amount of latent supply sitting around or coming online soon, I don't see any significant undersupply occurring this decade.
AGY Price at posting:
2.4¢ Sentiment: None Disclosure: Not Held
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