Goldman Sachs' bearish calls may not be popular, but they've proven far more accurate than other analysts, including industry specialists. Pricing is currently ~US$18k per tonne and still steadily declining, so GS' call of $11k per tonne isn't far off the mark for 2024. By comparison, Macquarie's pricing estimate was US$72k per tonne all the way out to 2026, which was quite clearly waaaaay off the mark.
Goldman Sachs' bearish calls may not be popular, but they've...
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