The future for low-grade concentrate in a low lithium price environment
The substantial fall in lithium prices that we’ve seen over the past 2-3 months has already impacted the industry, with spodumene concentrate prices taking a 50% hit in recent months. The fall in SpodCon prices has already reduced demand for DSO material almost to nothing. The question now is, what does this price fall mean for low grade concentrate prices and demand? As demand for lithium units has ratcheted up in recent years, the median concentrate grade for spodumene has fallen from 6% to 5.5% and now to 5.3%. But a number of companies have also begun to produce material...
Lithium. Hard rock