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WR1 General Discussion, page-32756

  1. 448 Posts.
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    Nearing the bottom of this cycle, we are seeing more and more mines moving to C&M.

    The restriction of available supply begins to create a tip on the scales in favour of demand.

    A 1 to 3% imbalance is all that is required (as was the case in Lithium 2.0).

    That is why "The cure to low prices is low prices."
    Last edited by jaimore: 08/09/24
 
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