Taking a view from POSCO's perspective, if they would like to secure all of Mt Cattlin supply and remove the middle man what options might they place on the table?
If Mt Cattlin goes away, then all those independent converters buying from us in China would be screwed.
Offtake deals have already been made with current producers including those ramping up.
The last time Mt Cattlin closed down, the lithium price took off.
I am not saying that we should close Mt Cattlin, but should that supply be diverted away from where it is currently being applied, then that could bring some incredibly exciting times across all lithium stocks.
- Forums
- ASX - By Stock
- News: GXY Orocobre says lithium carbonate prices slump, does not see recovery soon
Taking a view from POSCO's perspective, if they would like to...
-
- There are more pages in this discussion • 10 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add GXY (ASX) to my watchlist
Currently unlisted public company.
The Watchlist
SER
STRATEGIC ENERGY RESOURCES LIMITED
David DeTata, Managing Director
David DeTata
Managing Director
SPONSORED BY The Market Online