PLS 4.38% $2.84 pilbara minerals limited

Good News & Bad News, page-1854

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    There's a misconception here. The falling battery prices are a result of manufacturing and optimisations made in that process, not from Spodumene price falls. There's only a small quantity of Lithium in an actual battery.


    There's no direct link between Spod prices and Battery prices. If there was, then in the last few years when LCE prices were through the roof battery prices would have increased too (which is hasn't). They continue to fall due to economies of scale and production optimisations (not due to cost of raw material)
 
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