Got evidence to support that theory? Very narrow-minded view that spod from Australia is the only game in town. Africa is increasing volumes at pace and lepidolite is pumping truckloads of stuff out. The gen 3 lepidolite mines are fully integrated, so can run at a loss because they make their margins further up the chain. You guys really need to pull your head out of the sand. Even lithium "experts" now admit they got it wrong about lepidolite and African spod.
Not to mention that all the current big producers in Australia are profitable at $950 and would increase production at that price.
Good News & Bad News, page-44238
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$2.98 |
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