Interesting - I went to a PLS talk on Friday they are still very bullish on the long term outlook in lithium and said don’t look at media . They are expanding their resource to 2 million mt. New projects planned for future growth with no plans of slowing down at all. They believe in the long term EV story. And want to mark their territory as a global player . I think they basing it in $1500 spot price . They aren’t worried at all about the SP and believe it’s part of the cycle just like when they were in dire trouble in 2019. Just move forward and believe the data not yet headlines thru said
Interesting - I went to a PLS talk on Friday they are still very...
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