@airconditioner said:
"All this talk of a “lithium bubble” but the value of LAC finance deals have only increased in the last year.Perhaps that is because, despite all the talk of pricing, that there are still shipments of high quality brine going out to clients at $15k/t (SQM mentions in recent shipment list)."
I've said it before and I'll say it again - the price of carbonate heading out of South America hardly moved last year, during the so-called "lithium prices are sinking like the titanic" garbage...
I've added the red to the following chart, as the $$ were obscured. Pretty sure that's the $15k line.
Look at the light blue data.
Quality carbonate FOB SA basically stable while crappy china product dropped.
I guess "Price panic" makes for better headlines than reality.
