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Some production cuts in lithium but not enough

Posted on - 09 Feb 2024

Category - News & Views

As the collapse in spodumene concentrate prices has continued in January, focus has shifted to the cost curve and the supply/demand environment. We’ve seen early cuts from ultra-high cost producers. As we’ve noted previously the Chinese lepidolite industry is running at c.40% capacity utilisation. Core Lithium announced during the month that, following a strategic process, it had decided to halt mining and process material only from stockpiles. In Canada, Sayona Mining, which never had a chance to get to steady-state production in this cycle, has also embarked on a strategic process which we expect to result in a production cut,...

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Brine Chengxin Lithium Core Lithium Ganfeng Lithium Hard rock Lithium marginal cost of production Mineral Resources operating costs Pilbara Minerals Sayona Mining Tianqi Lithium