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10/12/17
09:19
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Originally posted by hqiu9
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Of course this is necessarily not the case, Anything said in the contract that the pricing will be fixed for the next 5 years? Can you predict what would be the pricing 2019? Please do a calculation based on current trend what would be the pricing of Li by year 5. Does it make sense for all the large Li project to eventuate if Li pricing stagnate or drop in near future? What impact will it make if pricing Li halt causing no investment coming into the sector? How will that impact future supply? Most importantly, if capital stops flowing into Li sector due to the near future Li pricing drop, what would be the impact to the Chinese government if they like to leverage ev revolution to take one step ahead of the us? How much more money they would have to pay coming to 2025, as supply will be constrained due to the current sluggish developments(if it ever happens based on above hypothesis) These are just some basic thoughts.
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OFC those thoughts exist, and more importantly so do corollary thoughts, no one can predict the future, and we really have to wait till AT decides to release pricing figures on these 5 year agreements. My guess: Win-Win for all parties.