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Originally posted by eshmun
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8 Concentrate Pricing Forecast The marketing and sales of spodumene concentrates has been described as opaque due to the fact that there is no open market in which transactions take place. Negotiations and transactions take place directly between producers and buyers and pricing information is rarely made public. Some subscription based services exist specialising in this type of information. However, the quality of the information available through these organisations is also limited by the information available in the public domain. Birimian has purchased a detailed market analysis for lithium from Industrial Minerals Research (IMR). This report is not publicly available and provides current detailed analysis of the dynamics of the lithium market out to 2026 (for the purposes of this PFS, prices are assumed to remain flat after then). The IMR Report provides forecast CIF China prices for lithium carbonate (both 99 - 99.5% and 98.5%) and lithium hydroxide (monohydrate) (56.5 - 57.5% LiOH). These prices, and a spodumene FOB price derived from this price data, have been used for the purposes of the financial analysis in this PFS. Over the LOM, the average FOB price calculated for a 6% Li2O spodumene concentrate ranges between $615.76/t and $657.87/t (depending on the Scenario). The LOM average price determined for lithium carbonate production is $10,675.75/t. 8.1 Supply and Demand Forecasts The IMR report contains a detailed summary of supply and demand forecasts through until 2025. IMR predict a growing oversupply as new product enters the market up until 2024 , but thereafter a growing supply deficit.
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With all that knowledge Eshmun, why aren't you floating on some airbed on some tropical island some where??? Your talents are wasted on HC Esh... Go an challenge Kohler or that Port Adelaide twit for a segment on some investment program... Geez Esh, Barney's grateful for your analysis of the Lithium sector... So much indepth knowledge,yet forgetting that Lithium isn't Potash and Magnetite, but the thing that is vital for cleaner Cities moving into the 20-30s... B suspects you are still trotting your pony down to buy kerosene for your lamps and cooking oven...or have you moved on to the new fandangled disruptive technology that is dung ovens and South Australia favorite candles...(given SAs Labor Gumnut is so far backwards like yourself, they underestimated the need for reliable baseload power)..what B's trying to say, is that, that's your opinion, and just like Gumnuts who think they know best, they still Phark up their forecasts...
