I would suggest we would see it at about 600 usd in 2022 but this is a weak point for me personally, im not great at forecasting prices for spod..
There's a lot of spare capacity in the existing producer's and they can ramp up quickly so i believe we will see a good rise and then a pull back then we will probably see it rise a lot more shortly after that (6 months maybe 12?) and thats when the real industry gains will start to flow.
All guess work and just my opinion..
Would love to hear from others on this as im lacking in the spod forecasting
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