LTR 5.00% 94.5¢ liontown resources limited

...Zimbabwe lithium is all ready. ....China was not going to be...

  1. 22,426 Posts.
    lightbulb Created with Sketch. 2049
    ...Zimbabwe lithium is all ready.

    ....China was not going to be beholden to Australian lithium the way they have been with iron ore.

    If 2.3 M t is SC6%, this would translate to ≈300 ktpa LCE which would be equivalent to more #lithium C output than $SQM and $ALB combined in Chile in 2023. In the absence of a significant increase in demand, it could have a significant effect on prices.

    https://x.com/jczuleta/status/1791327037761741007
 
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