That's why the price agency said, CATL needs to bring LCE price up to make their lepidolite project viable.
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Well I am not sure who says what.....
If a producer, a price agency or a passing by Tweeter....
Indeed when CATL started the Li price war, if I remember correct they did set a floor price for LCE at 200/250k Yuan.
Clearly they are trying to stop other countries/companies to create a vertical integrated battery supply chain, by setting a very low price floor.
This is what the Chinese do all the time...and you can't blame them.
Indeed a 2 tier pricing is in place for Chinese and Western Li markets. In this context I am not sure where LLL is placed.
Ganfeng although a Chinese company is private, and sells Li products all over the world, how much will they pay to LLL the Spodumene produced?
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