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Company sponsored news, analysis & commentary, by Peter Epstein, MBA
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
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
In a prior article I wrote on New Age Metals (TSX-v: NAM) / (OTCQB: NMTLF) [enterprise value {market cap + debt – cash} = $6M]. I said the following, “Most analysts, consultants & pundits agree that lithium will remain in … Continued
The spot Lithium (“Li“) price (battery-quality, Li carbonate) in China has settled in the low US$40,000s/metric tonne after trading above $80,000/mt in November. Any price above $20,000/mt is excellent for [most] Li juniors, and > $30,000/mt for an extended period … Continued