![Epstein Research [ER]](http://EpsteinResearch.com/wp-content/uploads/2015/03/logo-ER.jpg){kind=logo}
Company sponsored news, analysis & commentary, by Peter Epstein, MBA
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
Standard Lithium (TSX-v: SLI) (NYSE American: SLI) has been at the Direct Lithium Extraction (“DLE“) game for over seven years. Progress has been slow, but steady. I strongly believe 2024 will be transformational. On April 24th, management announced the successful … 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
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