Long term price is $30,000T after 2030 to maintain incentive. $65-$70K for next 3 years (flat prices)
Spod just over $2,000T
Sub $20K long term forecast is just lunacy - marginal producers wont survive.
No one can be in business at $11K
The above from Rodney Hooper. Fascinating panel (I emailed Mining 121 a couple of days ago to remind them so thanks for posting @stacky50)
Stu's comment about Argentina feeding into US battery producers under a possible FTA - sounds great.
The DFS is going to be interesting
Long term price is $30,000T after 2030 to maintain incentive....
-
- There are more pages in this discussion • 7,181 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add LKE (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
4.1¢ |
Change
-0.002(4.65%) |
Mkt cap ! $68.18M | |||
| Open | High | Low | Value | Volume |
| 4.3¢ | 4.4¢ | 4.1¢ | $227.7K | 5.423M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 9 | 1119901 | 4.1¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 4.2¢ | 30000 | 2 |
View Market Depth
| Last trade - 16.10pm 05/07/2024 (20 minute delay) ? |
| LKE (ASX) Chart |