Ultimately, lower prices, as you see now, knock off high cost producers but as demand need for EVs grow, and because hydroxide is required in battery developments that always means a role for hard rock as explained in this post without repeating myself - Post #: 42448379
Another WA producers quarterly report out .
Even though output and recovery improved still made a loss.
Your knock off high cost producers is happening
AVZ could be a game changer for Yibin and COMPETITION TO tier 1 downstream processors if sufficient power supply to support a hydroxide plant at Manono.
They could undercut the market considerably... not good for WA producers or the likes of Gangfeng.
Will the oligopoly of downstream processors allow it ?
Could be a bid for AVZ if sufficient power source obtained in DRC
all imo
- Forums
- ASX - By Stock
- AVZ
- Ann: 5Mtpa Study Further Strengthens the Economic Potential
Ann: 5Mtpa Study Further Strengthens the Economic Potential, page-357
-
- There are more pages in this discussion • 1 more message in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add AVZ (ASX) to my watchlist
Currently unlisted public company.
The Watchlist
LU7
LITHIUM UNIVERSE LIMITED
Alex Hanly, CEO
Alex Hanly
CEO
SPONSORED BY The Market Online