GREY:NMKEF - Post by User
Comment by
Nic777on Aug 15, 2018 6:57pm
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Post# 28468760
RE:Simon Moores: Challenges and Opportunities...
RE:Simon Moores: Challenges and Opportunities... Key things investors needs to understand.
Chinese listed capacity 640 t/y.
Real capacity 220 t/y.
Current capacity of all grades of lithium, including those too crapy to be used in li-ion batteries is less than the real capacity.
Nemaska has huge value in its conversion capacity from spodumene, direct to hodroxyde and at the lowest cost of production. No doubt, that will make NMX a winner!
Nanuk34 wrote: in the Lithium Market
Lithium Supply and Markets Conference 2018 Round-Up
Priscila Barrera - August 14th, 2018 https://investingnews.com/daily/resource-investing/energy-investing/lithium-investing/lithium-supply-markets-round-up/
A lot of insight from pros in this market. I like the last part from 8:30 (talking about China's supply capacity misreading by the market)
Enjoy !