PLS's future, will it survive until the tide turns?, page-19

The lIthium price has been in decline for a sustained period - despite growing demand.
Volatility is high also as there is no central point for comparison. Another element that affects pricing is inventories. Who knows how low inventories are at the moment?
This will change when the London Metals exchange begins reporting benchmark pricing and futures contracts, creating transparency for global pricing rather than secretive behind the scenes deals. In turn, risk analysis can be undertaken, allowing large investors and banks to hedge their risk.
Despite the doldrums, this technology IS THE FUTURE, and the upswing of the pendulum is inevitable. When this occurs, it will be swift.

Trumps trade war has caused this sector much harm in itself, and the looming resultant recession also has investors shying away. In addition we have the move away from subsidies in China. Interestingly, I see that the solution for China to overcome the Trade War may be to reintroduce subsidies, and bolster it's economy with Battery and EV production.

It seems also, that we have somewhat forgotten about CO2 emissions. Maybe the fires in the Brazilian rain forests will make world leaders appreciate that large scale CO2 pollution is still a high priority and comes from many sources, and refocus their efforts in overcoming this - again bolstering the EV industry, this time in Europe.

Much of world supply comes from the Chilean Salt flats. . In recent times, there have been many communities rising up against this, as water is becoming more and more scare by this method of production - even affecting protected areas. If there is a move away from brine production in Chile, this will further put pressure on supply.