Most brokers have taken an axe to lithium price forecasts over the course of late-December and January, with consensus for 2024E SC6 falling to US$1069/t …
Continue reading “Realities of lithium price environment set in for brokers”
Despite reassurances to the contrary, China’s exports of both flake graphite and spherical graphite collapsed in December after the imposition of Chinese export controls. While …
Continue reading “Chinese graphite exports crater in December”
Q4/23 has also been a tough reporting period for cell producers with preliminary results for Chinese and Korean cellmakers suggesting that cell manufacturing industry conditions …
There are definitely signs that this is the case, with lithium carbonate prices effectively flat over the past month although SpodCon prices are still heading …
