Totally agree on the scarcity of workers in WA.
As I mentioned to another poster, independents on the spot market will be less needed in the near term as established players produce more.
Allowing for worker shortages, Ngungaju, Greenbushes & Wodgina may still collectively bring 1,660,000 tons of spodumene online by EOFY. That's 220,000 tons of LCE. The entire market last year was 320,000. I maintain that they have the power to stabilize prices.
Agree to disagree with others here. My portfolio benefits from rising prices, so of course I'm secretly hoping it happens, but caution can be an investing virtue.
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