Great Analysis, Informative and Down to Earth Post Mate!
With all these delays and with LKE's LCE 50ktpa in 2024 now revised to 12.5kpta in 2027, and many other projects seeing much delay. I wonder what will the supply side of things look by 2024-2025. I think many DLE projections have been taken into the supply side by many analyst, especially Goldman Sachs... will be interesting how it plays out..
https://www.copyright link/chanticleer/the-coming-lithium-copper-bull-market-will-be-frightening-20230707-p5dmi7 (7th July 2023 AFR Article)
As Bill Beamont of Northern Star Resources says ( The Coming Lithium, Copper bull market will be "FRIGHTENING" )
Chris Gale from Latin Resources in the latest Podcast with JL ( at around the 35:00 to 35:30 mark) getting a mine up and going in Australia or Canada is as challenging as in South America.
GLTAH, AIMHO.
Ann: Phase 1 HMW DFS Delivers Compelling Economic Results, page-295
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