General Discussion AGY, page-17189

The only recent contract pricing out of South America that has been visible to investors is the Q2 pricing from AKE and SQM, which was US$38k and US$34k per tonne respectively, which happens to be half the price you are quoting. AGY is in no position to secure more favourable pricing than those two majors, who have the scale to be more selective with their offtake contracts. Suggesting that AGY will somehow outperform AKE and SQM on pricing is laughable.

And by the way, everyone keeps saying how how high these Japanese/Korean contracts are, but not one person is able to show evidence of this pricing. It's always third-hand from a commentator who has a vested interest in maintaining the "high contract pricing" narrative.

You can choose to see the evidence that is right in front of you, or you can stick your head in the sand. It's up to you.