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Company sponsored news, analysis & commentary, by Peter Epstein, MBA
In Jan./Feb. the spot price of battery-grade lithium carbonate in China reached a multi-year low of ~US$13.2k/tonne, but was it the bottom? Today, the price sits at ~$15.4k/t, down from ~$16.2k/t six weeks ago. This is one of many spot … Continued
It seems like the battery-quality lithium (“Li“) carbonate spot price in China bottomed at 95.5k yuan/tonne. The price subsequently rallied ~22% to 116.5k/t, but has drifted lower to 107.5k/t = US$14.9k. While sentiment in the Li space remains weak, there … Continued
The lithium (“Li“) spot price in China (for battery-quality Li carbonate) is up +21% from a low of 95,500 yuan/tonne =~US$13.2k/t, to 115,500 yuan/t = ~$16k, (investing.com, 3/18/24). In 4th qtr. 2022, this spot price soared above $83k/t. Have we … Continued
After being the best commodity play for much of 2021 & 2022, then falling precipitously in 2023, lithium (“Li“) is now the contrarian investment of 2024, albeit looking stronger just this past week or two. The spot price in China … Continued