PLS 1.29% $3.15 pilbara minerals limited

Day to day discussions on commodity price, page-42

  1. 26 Posts.
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    Demand-supply equilibrium only by 2022 according to shanghai metal markets online event. They estimate by 2021 some producers with bad cashflow might have to interrupt production.

    https://news.smm.cn/news/101030104

    Search for "Pilbara" in the text and read from there. Although the whole piece is very insightful!
    Lithiumcarbonate prices for this year, 2020, range from 45.000-61.000 yuan (45k being around 6.400 usd).

    best wishes,
    d
 
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