agree with your comments with regard to increased demand and economic lithium project should make some investor smile eventually
your other comment -‘whether KV is viable now is a mute point, because it almost certain,t will be a little ways down the road’...hmmm yes possibly, but not really; IMO LTR KV feasibility studies would be very grim indeed.
yes common economics as demand grows , prices increase , but then the search for further supply kicks (new mines sprout or existing miners ramp it up) ; we’ve seen this before where a box full of explorers turned their sights to lithium when lithium started to grab the headlines 3-4 years ago , a number of fledgling lithium miners sprouted and ....well here we are ; so the price needs to get up there and hold...it gets up there, that’s fine, but and as we are seeing now even with current producers , it needs to hold or you will fold; with spod concentrate currently running below a tonne..even the likes of AJM ( basically dead ) A40 (buried) and PLS (stay quite it may pass are really struggling / looking terminal ..... you kinda get (hopefully) to understand why a project which would actually need pricing to be a lot higher to even start to turn profit, would be a huge concern for financiers ?
‘’the lithium cartel were able to control the market by fluctuating supply outputs ; LTR would be very susceptible to such movements ; spod pricing increasing back up to 650++ would start to release the choke on the likes of PLS / AJM Some . LTR on the other hand still wouldn’t be economic . 800-850 PLS / AJM et al begin to increase production and demand dependent of course effecting market price....LTR turning percentage even profits at these level ...hmm I don’t know about that , I think they’d still need more. Anyway just my opinion’why am I hear if we are suppose to fend for ourselves’
just paying a visit ; there’s a few LTR dust-heads that are over on the African thread, day in day out sharing their empty vessel opinion .... so I just came to have a look to see what all the hype / fuss was about over here . Rather underwhelming fwiw
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