It's been shown that Livent has been harder hit than others in the industry. What is frustrating is that we have world class assets that are low on the cost curve and are producing, It should be the smaller species getting smashed due to likelihood of never making a profit. You would have thought that those interested in the sector would seek out the bigger fish for safety but they are not.
This sector is full of conflicting evidence - EV penetration is increasing but 'lithium' prices is declining, Lots of 'climate change' initiatives being done by governments but evidence of winding back or loosening of that. Nothing is certain in this sector - that I am certain
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