Heya folks. BTW, you can get around AFR's paywall fairly easily but here's a quick run down on the article.
1. supply deficit remains for Lithium production with Benchmark forecasting 2.4mt needed in 2030 and 2.1mt being produced
2. LTR and other large producers are facing higher costs for production and delays to bring mines on-line
3. elevated Li prices due to supply deficit
4. LTR costs up by +60%
5. PLS costs up by 36%
6. Germany struggling to get Li due China reserving most current supply
7. Aus E.V demand growth 2023
8. Albemarle costs up by 15%
9. VW wants to invest $80 billion in electric vehicles between now and 2026
in a nutshell. Positive article for Li though
C
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