Good News & Bad News, page-39772

plenty of analyst call lithium will drop to $600 and $800, it not going to happen because it right on the cost curve of the cheapest producers
we down to $900 and off we heading North

let go back to history and see what they call for iron ore during the shake out? $30 (cost curve of the cheapest producers), it never gets there !!

this is back in 2015 - 2016
"In February this year Mr Walsh told Bloomberg TV that predictions of $US30 ore were “fantasy land” and he stuck by that assertion overnight despite the recent fall into the $US30s for the first time in a decade.“We are still looking at fantasy land, purely and simply because the sustainable price of $US30 won’t physically work,” he said.“ There’s a lot of high-cost producers that just aren’t going to pass muster at that sort of price range.”

Cant believe how we mirror so much the iron ore play back in 2015-2016