The first week of CY2021 has been great!
It reminds me a bit of Jan2018. Then Morgan Stanley brought out their demand outlook. After that came the RCR production problems.
Now however, Morgan Stanley are infamous for having put a SELL on the entire Lithium sector after Tesla Battery Day. Worst, call, ever. Also our production plant runs as Ken says, like a Rolls Royce of production plants (I'll forgive it being an ICEV reference).
CY 2021? I may need new sunglasses.
So to cap off a great week, I see AsianMetal reporting a an increase in Spodumene prices.
http://www.asianmetal.com/LithiumPrice/Lithium.html
Up another 1.23%. Sweet.
Spodumene Prices, page-21
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