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Allkem General Discussion, page-2696

  1. 490 Posts.
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    Good morning from Germany!

    Since last Friday, the factories in China, which have extracted lithium from lepidolite, are shut down.

    It seems that the toxic slag was simply discharged into the river, now it is assumed that the environmental regulations will be tightened.
    When these factories go back into production is questionable.
    According to Macquarie, up to 100,000 or 200,000 tons of LCE per year could be lost.

    https://www.marketindex.com.au/news/lithium-price-support-from-chinese-production-cuts-macquarie
 
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