I guess you meant lithium ore (spodumene), right? And maybe you could also mention the insane prices in 2022 for lithium carbonate, which would be more to the point when discussing margin for lithium. Cheers, Anon.
Hi Alex, thoughtful piece that is counter consensus. What about the supply side, increasing geopolitical risk and taxation, higher input costs, resource decline and a shortfall in exploration capex (let alone development capex) projected over the next few years. Understand (and agree) with the spot correlation and temporal dynamic…what are your thoughts on the supply side?
"Lithium now now trades at $6000 ..."
I guess you meant lithium ore (spodumene), right? And maybe you could also mention the insane prices in 2022 for lithium carbonate, which would be more to the point when discussing margin for lithium. Cheers, Anon.
Hi Alex, thoughtful piece that is counter consensus. What about the supply side, increasing geopolitical risk and taxation, higher input costs, resource decline and a shortfall in exploration capex (let alone development capex) projected over the next few years. Understand (and agree) with the spot correlation and temporal dynamic…what are your thoughts on the supply side?