I wouldn’t pay too much attention to Joe Lowry if I were you. He’s a well known shill with an interest in maintaining a certain narrative. Keep an eye on official company releases that actually disclose received prices (e.g Allkem). Strong likelihood of seeing carb contract pricing around US$30-32k per tonne in Q3.
Note that Joe hasn’t provided any evidence for his stated pricing, it’s just a tweet from a guy who’s been very wrong a lot of times in the past. Also note that he has not had kind words to say about AGY, so take from that what you will.
Li-related News/Articles/Reports, page-5188
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