Car leaser Ayvens has decried the effects of Tesla’s constant list price cuts on the used EV market. It suggests that prices are holding up …
Continue reading “Tesla’s transparent price-cutting “poison” for used car values”
As the collapse in spodumene concentrate prices has continued in January, focus has shifted to the cost curve and the supply/demand environment. We’ve seen early …
Continue reading “Some production cuts in lithium but not enough”
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”
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 …
