Some interesting news out of the BMO conference:
https://www.*****.com/news/video/show/BMO-2020/2734/2020-03-06/Lithium-supply-is-tighter-than-people-think-prices-to-rebound-strongly#_48_INSTANCE_puYLh9Vd66QY_=https%3A%2F%2Fwww.*****.com%2Fnews%2Fvideo%2Flatest%3Fshow%3DBMO-2020
Interview with Jonathan Evans of Lithium Americas.
States that 300,000 tonnes of Li2CO3 cut from world production.
Followed by a drive for LiFePO4 batteries esp for TSLA EVs and (stationary) energy storage systems [ESS]. this would,if widely taken up, reinvigorate the LCE market.
Also see CATL https://www.catlbattery.com/en/web/index.php/news/newsinfor/21/47
Comments on its impact on LPD's plans esp. LoH-Max considered. Positive for LoH-Max is its byproducts I'd assume, despite the increased demand for Lith Carb.
Cheers
Some interesting news out of the BMO...
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