I agree that our JV price would be below $US1,000t now and hopefully we weren't planning to ship any in January, or even February. As I said previously, I think prices will start to improve after CNY as they need to eventually restock again. IGO (Greenbush) said back at the beginning of November that they were going to start to stockpile rather than sell all their supply at the low lithium price, and the price back in November was better than it is now. Who else will be reducing supply to the market at these prices? Reduced supply will see a positive response to the lithium price.
https://source.benchmarkminerals.com/article/greenbushes-lithium-mine-will-stockpile-material-as-spodumene-price-lag-hits-miners
I agree that our JV price would be below $US1,000t now and...
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