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Company sponsored news, analysis & commentary, by Peter Epstein, MBA
Some on Twitter/X and YouTube are saying that even though prices may fall a bit more, the bottom is in for lithium (“Li“) stocks. It’s easy to say such a thing when companies like Albemarle traded down to $72/shr. a … Continued
Many investors in lithium (“Li“) companies — both producers & explorers/developers — are wondering if battery-quality Li carbonate/hydroxide prices will recover to bullish levels of say US$20-$40k/tonne, and average $20k+/t across multi-yr. periods (seemingly a given when prices topped $80k/t … Continued
all $ figures C$ unless indicated otherwise. Li prices are US$. Relative value calculations updated on 6/26/24 The lithium (“Li“) sector has had a terrible 18 months. Although Li spodumene concentrate (“SC“) prices are hovering around US$1,100/tonne, with a few … Continued
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