No major lithium production cuts yet
They say talk is cheap and there was lots of talk around the CQ2/24 production results for lithium companies but, alas, not much of the sort of talk that the market wanted to hear about production cutbacks. There was initial excitement when Albemarle stated that it will cut back trains 2, 3 and 4 at its Kemerton converter but, of course, this only represents converting capacity and not actual primary supply… But even though we were pretty disappointed that Albemarle chose not to cut back on primary supply, its results were very much the talk of the sector given that...
Topics
Albemarle
Australia
China
Cost curve
Greenbushes
Lepidolite
Lithium Carbonate
Lithium Production cuts
Marginal Cost
Spodumene
