The Sydney Morning Herald wrote a piece about future Lithium pricing; getting their information from the Australian Government Resources and Energy Quarterly. What they failed to report was a footnote at the end of the report which stated prices needed to be revised due to higher Lithium pricing in the US! A flaw in the report is that they assume all companies will be meeting production targets, which we already know is a fantasy. The other flaw is that they took their pricing from China. It's worth a read as it makes it clear that PLS is on the right path by becoming a downstream producer. This is where the biggest margins will be.
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