Just sharing some more slides from the Benchmark Minerals World Tour even in Melbourne last week.
With thanks to Benchmark Minerals for giving me the permission to share.
The slide below shows the demand for NEV production in China versus the Ex-Works and CIF Asia Battery Grade Lithium Carbonate prices. Demand has risen significantly over the timeframe that prices have plummeted. The supply response has not been commensurate with the demand and price numbers, that is certain. Current pricing is seen by Benchmark Minerals as unsustainable for the longer term.
Just sharing some more slides from the Benchmark Minerals World...
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