Does anyone know who is SQM's customer(s)? What is the chance of them dumping all low quality lithium carbonate in China on purpose (to kill oz hardrockers) knowing that most of them, AJM n PLS contract pricing are based on China spot price. They also sale the battery grade lithium at much higher price. They still make good profit at usd$7k/t for low quality lithium.
If PLS' offtake partners can refused shipments, what is the chance for AJM and PLS to renegotiate their contract pricing? Current pricing seems to be easily manipulate by many players.
Does anyone know who is SQM's customer(s)? What is the chance of...
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