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Lithium & The Future, page-5001

  1. Andyrooo
    1,219 Posts.
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    18/11/19
    18:06
    Post #: 41490459
    I really felt Spodumene prices were falling because China was controlling Stage 2 of the EV Battery chain ... together with oversupply.

    Interesting to note Howard Klein's comments at 1.10 to 1.50 of his interview at Cathodes 2019 Conference:

    https://www.youtube.com/watch?v=QbNb7KAY1Sw

    He reckons its SQM dumping having a lot to do with it.

    Perhaps all of the above.

    Wodgina in C&M and now Nemaska declaring mothballing of Whabouchi, you'd reckon prices must be bottoming soon.
    AJM Price at posting: 5.9¢ Sentiment: Buy Disclosure: Not Held
    Likes Created with Sketch. 8  Upvote
    lightbulb Created with Sketch.  Great analysis
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