You are right Thomo, the concentrate price will trend down marginally for 2019 from the high watermark of 2018.Bearing in mind, this anticipated reduction will not be as drastic as Morgan Stanley lead us to believe and many hardrock producers in Australia will still maintain a very high margin based on the slightly reduced 2019 price.
2020 and 2021 should be better year for lithium sector as the EV and Energy Storage start to unravel in a massive way.
Tighten your seat belt and enjoy the ride for all the long termers and for the shorters, please stock up plenty of VASELINE as you will need a lot of it in very near future.
You are right Thomo, the concentrate price will trend down...
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