Great day.
SP has been moving steadily above 50c since the open.. Well for the first time in a while too..
ALBO (along with 250 Aussie businessmen) has been in Shanghai. He met Xi yesterday with very warm reception and chats..
China need a lot of OZ battery minerals and resources to achieve their Belt and Road initiative. Superhot deals, strikes, cornerstone investments and offtakes are coming back..
And don't forget, CXO with 20Mt MRE was once valued at $2b.. We can't write off LPM for similar achievement in coming years. That's easy x33 from here.
Production delays are very normal as happening everywhere, sooner or later - the deficit will definitely arrive and in turn Li price renounces.
GLTAH. Hold it tight comrades.
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