2 days ago, Sigma reported improving price they locked in for May 2024.
Their realised price q124 also tells us they’re producing lower than sc6.
- Strengthened commercial position in May, achieving a premium price of USD $1,290/t, at a fixed formula of 9% of lithium hydroxide quoted at LME, delivering:
- 11% price increase from April
- 25% price increase from 1Q24 realized sales price (USD $930/t or $1,035/t on a 6% basis)
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