General Discussion, page-1844

Higher-cost lithium producers are not shutting down operations fast enough even as fresh supply floods the market, keeping the battery mineral in surplus until 2027, Bank of America warns.
Its commodities team has slashed next year’s spodumene forecast by 25 per cent to $US750 a tonne, and more than halved its 2026 projection to $US800. Prices currently trade around $US810 a tonne.
Its outlook is not much better for iron ore -- the broker is sticking with its view that Australia’s key export is at risk of plunging to $US75 a tonne next year. It’s a different story for uranium, whose prices are tipped to rocket more than 50 per cent.