SMM today says, "the current price of #lithium carbonate has already touched the cost line of some producers... some lithium salt plants have recently started to hold their offers firm and refrain from selling due to cost factors."Px CNY91.5k/t = US12.6k/t = lower than the line!QuoteEnergy Transition Investor@usuallyYJLee·Feb 29Our #lithium lepidolite research, as promised @sparkes_dwayne. China produced ~97kt LCE from 12 lepidolite mines in 2023. Of these, half are unprofitable at current prices. Company names shown below. Sources: company-official accounts, Chinese media, etc.Show more
Energy Transition Investor@usuallyYJLeeSMM today says, "the...
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