You really miss the point almost every time.
SQM average price and the forecasts they use includes their old low-priced contracts which is obviously not relevant for LKE (as they don’t have any yet). SQM literally says this in the article.
Good news is LKE are locking their own contracts in now, at a time when consensus is there’ll be an ongoing lithium deficit hence higher pricing.
You really miss the point almost every time. SQM average price...
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4.0¢ |
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