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clock Created with Sketch. 21/01/21
16:22
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Originally posted by SF@HC:
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I do feel for the poor darlings, I think they might be trapped, things getting a little uncomfortable. Supply almost non-existent, buyer to sellers at 6 to 1.
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Originally posted by Andyrooo:
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"LiOH does not travel well and needs to be used within 6 months of production. Accordingly, Stage 2 Chemical Conversion plants should be situated near Stage 3 Cathode and Battery parts plants" "Once converted from spodumene or brine, lithium hydroxide is a highly volatile chemical which does not store nor travel well, having an approximate shelf life of only six months!" quality is paramount. These are the top industry players offloading part of their (Australian based) downstream projects.
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Good ol' Joe touted possibility of Tesla knocking on PLS's door soon as well as said existing miner won't be in operation by the time Tesla needs spodumene. All bets off when that happens... Couple that with downstream processing announcements... Can't help dream where this could take us.. Patiently waiting..Or should I say impatiently waiting...
(20min delay)