Another thing to add is that Ken mentioned there is a lag of...

Another thing to add is that Ken mentioned there is a lag of only 1 to 2 months of contract pricing to actual spot price.

So if we're hearing spot pricing of around 5k per ton we should expect that in contracts with in a few months.

Last year the spot to contract lag was aleast 5 to 6 months, shows how tight the market is getting.
Looks like pls are the price makers atm.
It will come to a point where the cathode makers will start resisting extremely high lithium carbonate prices and at that stage the only thing to do for the chem converters is to have there margins squeezed.
We can't rule out an sc6 price of 10k us per ton if this happens as crazy as that my sound.

I do remember calling a sc6 price of $1950 when the price was at $750 per ton and being laughed at lol....

Gltah cheers