This is just more nonsense commentary from the supposed "Mr...

This is just more nonsense commentary from the supposed "Mr Lithium". Let's use a couple of examples for a fact check.

For 2022, SQM and AKE averaged the following contract prices (as detailed in their company releases):

SQM - US$51,750 per tonne
AKE - US$41,130 per tonne

Their average prices received for the first half of 2023 were as follows:

SQM - US42,500 per tonne
AKE - US$45,620 per tonne

Therefore, for those companies to average contract pricing higher than their 2022 figures, they need to average the following prices in the second half of 2023:

SQM - Needs to receive US$61,000 per tonne
AKE - Needs to receive US$36,640 per tonne

There's no way that SQM are going to average a higher price than 2022. It might be possible for AKE, but noting their last quarterly price was US$38k per tonne, Q3 will be lower than the figure required to outperform 2022 (US$36.64k per tonne). My assessment is that it will likely be around US$32k per tonne for Q3, therefore AKE would need >US$40k for Q4 to outperform their 2022 averaged received price. That scenario is far more plausible than SQM exceeding their 2022 price; however, it would still require an imminent pricing turnaround with a ~50% increase in AKE's received price for Q4, which is only weeks away. I just don't see that being a reasonable scenario.

This is yet more "expert commentary" with absolutely no evidence to back it up. You just have to trust Joe, the same way you just have to trust JZ. But the numbers tell the true story.