That pic describes exactly what has happened to the Li market. Two BS articles from the AFR about oversupply and 50% prices cuts by 2019 have put a damper on Li. However...
PLS - TH re offtake agreement yet to be announced, but details of it are on the thread (Post 31391224 ). Pre open bids building and should be a good trade in it when it re opens.
That pic describes exactly what has happened to the Li market....
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