If you want to find out if Livent has been selling below cost, read their financial reports. Livent has said the current pricing of Li Chemicals is unsustainable. This means that to meet demand there are some producers that are having to sell below cost. Livent happens to be on the very far left side of the marginal cost of production curve for LiOH. The majors are fighting for market share and the independents are seriously struggling. Come back to me when you work out where AJM sourced Lithium Hydroxide sits and we can have a chat about Weihua, RuiFu and Lionergy. Well maybe not Lionergy because there is nothing to chat about there.
