As expected among the very bullish, carbonate prices have continued to rise in late 2022, although most of us never saw it going beyond 250k a year ago.
The end of the bell curve has been right and we’ll very likely continue to see a growth in prices into and including Q1 2023, then the question becomes whether prices temporarily soften. I haven’t really found any experts who believe that they won’t, but there’s plenty who believe that 2023 will be more expensive overall, and peak only in 2025, with some opinions that we’ll peak around 2030 (unrealistic perhaps, historically massive shortages are solved in a few to several years, not most of a decade, which would match 2025-2028, there are non-brine techniques out there being slowly perfected that could with massive funding in countries without too much red tape, manage in a few years of parallel attempts (and there’s some governments that would go for it like bloody China)… so best case scenario the industry manages around 2025, worst case around 2030).
Experts can be wrong however, as they didn’t see us going beyond 250k so soon, and most expected a more moderate bull market in 2022.
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