...Spod now at $950!! $1000 wasn't bad enough!
....$830 is on the cards- Xmas tree theory.
Carbonate 99.5%
GFEX Futures 87.9k RMB/t -1.2%
SMM Spot 86.35k RMB/t -%
Hydroxide 56.5%
SMM Spot 80.45k RMB/t -0.7%
Spodumene SMM Conc. Index $950/t -1.1%
Platts 6% $910/t -%
https://x.com/CarlCapolingua/status/1815692073452163376
Lithium sentiment feels like it is at a 5-year low- while mines in Africa continue adding to supply and Chinese supply continues to be vertically integrated- there will be more peaks and troughs
https://x.com/thelithiumminer/status/1815663694317060490
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