Yes lithium carbonate pricing was below guidance and the James Bay permitting delays due to the forrest fires are annoying to be honest. But apart from that very good report in all aspects. As for lithium pricing, September should be the next really strong EV sales month globally and battery makers need to buy the lithium way ahead of deliveries of the EVs to customers. So will be interesting to see when the China spot prices will rise again. We are already at the end of July, I would expect the price increases starting sometime next month. Shouldn't be to long to wait.
AKE Price at posting:
$15.79 Sentiment: Buy Disclosure: Held
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