Saw this on X, it only mentions Nov export below last year and last month. Since PLS seems exporting larger amount this quarter, would this mean other Li miners exporting significant less this quarter?
https://twitter.com/Mastermines_CN/status/1737755373690568903?t=gj3P3w0HHyr9wvBekqRVJA&s=19
Pilbara Ports Authority data shows 93.2kt #Lithium concentrate was export to #China in November 2023, down 27% YoY and 31.6% MoM.Since many contracts prices for SC6 has a lag of few months & reset quarterly, many converters in are taking min. SC6 prior to price re-adjustment.
Ramp up of next PLS shipment..., page-2670
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Last
$3.01 |
Change
0.100(3.44%) |
Mkt cap ! $9.064B | |||
| Open | High | Low | Value | Volume |
| $2.93 | $3.02 | $2.83 | $89.14M | 30.38M |
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| No. | Vol. | Price($) |
|---|---|---|
| 10 | 245889 | $3.00 |
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| Price($) | Vol. | No. |
|---|---|---|
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| PLS (ASX) Chart |