AGY 1.22% 8.3¢ argosy minerals limited

"Looking at the fundamentals, lithium is forecasted to have very...

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    "Looking at the fundamentals, lithium is forecasted to have very very high pricing until 2024/2025 when supply should catch up to demand a little bit, incentivised by the high lithium prices at the present day."


    Not sure where you get that impression Jezzaaa??!!

    eg. the team at BMI see continued divergence between supply and demand for the rest of the decade, at least.
    There does not appear, afaict, to be any indication of that shortfall shrinking during this period..?
    If they are correct (and their modelling appears to be quite well informed and considers planned/highly-probable/probable/etc new supply), I cannot really see prices dropping significantly at all throughout this period..?


    https://hotcopper.com.au/data/attachments/3799/3799906-8a7c943c8df44d070f1fdf3ead7d8422.jpg

    As usual, we'll all have to wait and see!

    Cheers

 
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