Yeah, Morningstar have just released a note and said nothing has changed for their 2030 forecasts, which includes ~50kt of BQ chems out of Nevada clay projects by 2030. Morningstar are very conservative, thus their EV sale forecasts are lower than most (15% of US) by 2030, so Nevada may need to produce double the above, but nonetheless, supply/demand tightens over the next year, structural deficits by 2022/23, probably before Tesla secures it's mining permits, assuming they actually venture upstream to build & operate a mine.
- Forums
- ASX - By Stock
- Good News & Bad News
Yeah, Morningstar have just released a note and said nothing has...
-
- There are more pages in this discussion • 4,240 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add PLS (ASX) to my watchlist
|
|||||
Last
$3.00 |
Change
-0.050(1.64%) |
Mkt cap ! $9.029B |
Open | High | Low | Value | Volume |
$3.03 | $3.06 | $3.00 | $41.07M | 13.59M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
97 | 622937 | $3.00 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$3.01 | 580 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
94 | 380220 | 3.000 |
24 | 421163 | 2.990 |
46 | 357854 | 2.980 |
22 | 88948 | 2.970 |
16 | 50487 | 2.960 |
Price($) | Vol. | No. |
---|---|---|
3.010 | 580 | 1 |
3.020 | 6105 | 3 |
3.030 | 456789 | 10 |
3.040 | 284123 | 11 |
3.050 | 264397 | 18 |
Last trade - 16.10pm 05/07/2024 (20 minute delay) ? |
Featured News
PLS (ASX) Chart |