LRS General Discussion, page-16028

'more mines coming online every month' please name the next 12 major mines coming into production in 2024.

In terms of supply and demand, I think we're going to be seeing a lot of proposed AU mines being slow tracked now given the lithium pricing. CXO is the first to be showing that the pricing is materially impacted their operations (not the only factor given production issues but still a big one). LTR appears next on the rung, but considering. their DFS was at the height of the price curve and their capex blew up as well I wouldn't be surprised to see them reporting pricing issues that will impact them as well.

LRS for the moment has the advantage of being in a lower cost jurisdiction and we aren't planking o. going into production by 2026 which gives us the leeway for the lithium price to recover.

EV prices should come down as overall macroeconomic issues sort themselves out. As production scales so to should the prices combined with lower inflation.