In The West Australian there was an article today about ltm 'arcadium lithiums mt cattlin going on ice'.
The article also stated the following: Australian spoduleme made up 62% of the spod imports by China in July 2024, compared to 94% in 2022 and 80% in 2023. Aus spod is losing market share to African spod.
This means African producers ramped up a lot in 2 years. In 2022 they did not had 5% of the world production, and now they probably have between 15-20% as Australia still has 35% of world production (see article 'real production costs asx Lithium miners will shock you'). Does anyone have the cost curve for these African miners? This is a blind spot I missed.
General Discussion, page-2298
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