Freefall in lithium prices…
Most of the column inches this month have been around the freefall in lithium chemical prices, something that we flagged as a possibility in our focus article in the October issue. As we noted in that article, the near-term oversupply in spodcon and price weakness has led to a fall in the marginal cost of production for lithium chemicals which allowed prices to go below what was previously seen as the marginal cost of production for the industry. We’re now probably closer to the bottom (the point at which prices will bounce) than we are further from the top, and...
Lithium Carbonate. Spodumene