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General discussion, page-5232

  1. petere
    1,604 Posts.
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    02/06/22
    10:50
    Post #: 61774412


    From: Joe Lowry Twitter Feed
    Look for yourself:
    @GoldmanSachs
    misses on both #lithium supply & demand. Why does demand growth slow from ‘23? New supply is overestimated as amateurs tend to do. Scrap actually increases the shortage as it slows Li to market. Lepidolite will grow but has cost/quality problem.

    https://hotcopper.com.au/data/attachments/4397/4397573-e4befeb02c1ca413e811952d36d57def.jpg

    FFX Price at posting: 98.8¢ Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 13  Upvote
    lightbulb Created with Sketch.  Great analysis
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