True, but that is all dependent on where the Lithium price stabilizes over the next few months. Are we calling above 30k for LCE?
Those nasty Chinese lepidolite mines can't economically produce below 30k LCE and those untrustworthy African deposits need to have a significant pricing discount for any sensible investing entity.
So where does this leave the whole supply and demand narrative over the forward estimates under a status quo scenario?
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