Pps. Some comments on pricing from Henderson; and yes, this is...

Pps.

Some comments on pricing from Henderson; and yes, this is spod, but dyor wrt relevance to chemicals from Li brine imo.


“Pricing of $US1000 a tonne was emerging as the market floor for global production, he said.
“What we’ve been observing and hearing from others is that looks like $US1000 per tonne is a level which is very much a swing price and is a level where quite a lot of the existing operators can no longer participate” he said.
“In which case the long run price, to enable some kind of margin and incentivisation to enter the industry, has to be above that.”


DYOR