AKE sells about 65% of their lithium at Battery Grade, the rest is below Battery Grade.
Yet, they forecast a selling price of $20,000/t FOB for H2 FY22, up ~80% on H1 FY21.
This is why I told that JL's post on current lithium selling prices was irrelevant, because those prices were contracted in the past when lithium was cheaper.
If we're interested in the future, the direction is clearly up.
AKE sells about 65% of their lithium at Battery Grade, the rest...
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