PLS 4.56% $3.10 pilbara minerals limited

The reality of producers cutting back and not committing to new...

  1. 6,914 Posts.
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    The reality of producers cutting back and not committing to new projects is starting to sink in with traders. We now know there are many Leshitolite mines that ceased production months ago. We know much of the DSO garbage from Africa has reduced/ceased. We know that all the major producers are deferring projects. We know many DLE and clay projects won’t happen at less than $25k LCE.

    Reality hits eventually.
 
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