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clock Created with Sketch. 09/08/23
09:47
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Originally posted by gassed:
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Sto...ead today. /the-shape-of-lithium-to-come-ken-brinsden-plays-free-jazz-on-next-10-years-of-lithium.[has been reached] in the sense that it’s materially stepped up from historical norms because the industry has gone through a pretty significant change in the last two or three years to support demand especially from China,” he said.exactly the same phenomenon is underway in the lithium world. It’s no longer an industry with just Greenbushes or the Atacama. It’s everything else that’s come into the market to support demand at nothing like those costs of historical industry in the lithium world when it was a bit more boutique.And as a result pricing is going to be strong . That’s my personal view. And would I worry about US$35,000 a tonne? Absolutely not.”
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Yes gassed I read that article the take away points that relate to us in my opinion were that the current price will be the base price that spodumene will probably be of no use in 10 years that demand will see lots of different cost of production operations surviving and that the big players like BHP who are not in the lithium game will have their hand forced.
(20min delay)