LTR is not in that high cost bracket? I thought they were more like $750?
CXO IS STILL PROCESSING! - They have halted mining. Supply will stay the same. However as others reduce capacity we my see a reversal late in the year. The issue is every pro lithium investor including myself consistently says the demand is there. However demand is only relative to supply and supply is very robust in 2024 hence the ongoing issue.
WR1 being shallow is great. Hopefully the Canadian conditions do not affect opex too much to keep costs down as hard rock suppliers that will last or get off the ground will be the lowest cost producers - Obviously.
Could be some bargain prices to be had as the year passes.
WR1 General Discussion, page-24096
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