It is strange that GXY has had very little shipped this qtr in light of what you say.
I am thinking, that there has been a temporary pause in the demand for LiOH a due to Tesla moving to lfp for his model 3.
Last year, when I followed EV sales and makes needing LiOH by the month, the Model 3 was responsible for more than half the volume of LiOH being produced.
The Nissan sales have also taken a beating.
Lfp batteries need Lithium Carbonate which can be produced as easily from brine and more economically.
Tesla was the main driver behind Altura's
spod sales meaning Ganfeng and Weihua supplying LiOH to LG Chem and Tesla.
https://www.mining.com/cobalt-nickel-free-electric-car-batteries-are-a-runaway-success/
Good News & Bad News, page-220
-
- There are more pages in this discussion • 43,542 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add PLS (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$3.11 |
Change
-0.090(2.81%) |
Mkt cap ! $9.360B | |||
| Open | High | Low | Value | Volume |
| $3.15 | $3.17 | $3.06 | $206.5M | 66.15M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 212414 | $3.11 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.12 | 1870994 | 18 |
View Market Depth
| Last trade - 16.10pm 21/06/2024 (20 minute delay) ? |
| PLS (ASX) Chart |