Banter and General Comments, page-8651

Great post AC.

This is from the Livent's earnings call transcript

"Spodumene expansions in Australia are being delayed, as we believe that current spodumene pricing is insufficient to cover both operating costs and reinvestment costs for many producers. And crucially, previously announced projects to build at-mine hydroxide plants are also being reassessed, as both capital costs of construction and the forecasted operating costs are simply too high for them to be viable with prices where they are today.
Not surprisingly, given the environment we are in, traditional financing for new projects is largely unavailable, while nontraditional financing sources are prohibitively expensive, but this will not impact 2019 or 2020 supply. Much of the enhanced additions due to commence production in 2021 are unlikely to start up until later, if at all."

GXY - no debt, plenty of cash and tier 1 assets - so well positioned imo