Lithium stocks and the great “realised price” conundrum: which is best-placed?
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...
Topics
Albemarle
Allkem
BHP
Brine
Fortescue Metals
Hard rock
IGO
Iron ore
Lithium
Livent
Mineral Resources
Pilbara Minerals
Prices
Rio Tinto
Spodumene
SQM
