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Company sponsored news, analysis & commentary, by Peter Epstein, MBA
article updated: November 5, 2024. Was this another head-fake? Just when investors thought it was safe to swim with lithium (“Li“) stocks again, the tide started rolling out. In September, most agreed that Li carbonate, hydroxide & spodumene concentrate prices … Continued
I think most readers would agree that lithium (“Li“) prices bottomed in September at ~71,500 yuan/tonne (see chart below). That’s the good news. The not-so-good news is the price has barely moved off its lows, just +5.6% to 75,500 yuan/t … Continued
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