Very interesting and promising forecasts. I note forecasts only, hey even the Bureau of Metrology do not get it 100% correct.My takes:
- With level of deficit of supply through 2023-2026, peaking 2024/25, then mine is coming online in a sweet spot. Excellent timing.- Note that LiOH price fall-off is different between China and US. The US price stays higher for longer from 2025/2026+. Any Core LiOH proposals (say with Tesla/US) again could hit another mini-sweet spot re price. Again, potentially excellent timing.
Any deal conclusion this week with Tesla could be very, very...... good/excellent (cant find the right word)
Very interesting and promising forecasts. I note forecasts only,...
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