Li-related News/Articles/Reports, page-5232

Here's a post from Joe Lowry's twitter in May:



He was attempting to highlight that that prices have only moderated, rather than crashed. He was using SQM's Q1 results to make his point. Now let's take a look at what was actually happening (in reality) at the time he commented, using SQM's Q2 results:



Note that average contract pricing for SQM in Q2 was US$34k, which was even lower than AKE. Just as it did for AKE, contract pricing fell off a cliff for SQM in Q2, dropping 34% in just one quarter. So, I'm really keen to understand how anyone can take Joe Lowry seriously, when he claims that pricing from Chile in June was US$73k per tonne.

Despite Joe's usual desire to comment on all things lithium, he was suspiciously quiet on these results (released 17 Aug 23) because it shoots massive holes in the story he's selling. The figures that he's claiming are bloody nonsense, so please don't believe the sh*t you read on twitter, particularly from self-proclaimed "industry experts".