Have lithium prices bottomed?
It looks more and more likely that lithium prices may have hit the trough, in my view. As I noted in my recent interview on the Rock Stock Channel, we are pretty close to the marginal cost of production for brine producers and it seems highly unlikely that lithium prices could fall more than another 10-15% from here. So, as regards the question of whether prices have bottomed or are bottoming, we’re pretty certain that they are. The question is – where we go from here? I’ve seen a number of very bullish demand outlooks for lithium in recent weeks....
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