Thanks, just watched it. Some very timely information on those points in there and more or less confirming what I thought in regards to the effects of converters stovking/destocking etc.
They are predicting spod prices to appreciate slightly to about $5500/t by the 4th quarter but carbonate and hydroxide process to increase by a larger degree.
The next 6 months should be interesting.
PLS chart, page-15142
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