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Lithium stocks and the great “realised price” conundrum: which is best-placed?

Posted on - 08 Mar 2022

Category - Features

We’ve talked several times in these pages about the similarities between what’s happening with pricing in the lithium market now and what happened in the iron ore market in the mid-2000s. As the iron ore market took off, we had a substantial change in selling/buying behaviour, from annual price contracts running on a Japanese financial year basis (1 April-31 March) to quarterly price contracts. But some producers adapted to the change faster than others. As we’ve noted on a number of occasions, that’s very similar to what we’re seeing now in the lithium market. But the extent to which we...

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