Nemaska Lithium Inc NMKEF

Joe Lowry / the facts about him ...

[clmclm]

...  Joe Lowry .... wrote

https://www.linkedin.com/pulse/overdue-week-oz-joe-lowry/?published=t

(...) In a market that needs close to 500K MT of capacity adds between now and 2025 to operate a reasonable utilization rate, don’t expect more than 190K MT of this to be from brine in South America (see below) and China; leaving a huge gap that needs to be supplied from hard rock projects.  (...) 

.... I am not forgetting that Canada has hard rock plans but I am increasingly negative on the timing and have lowered my output estimates from Canada. Oz rules hard rock. ....
....
(Quebec Lithium ... now North American Lithium.;  Nemaska ,  and others ...)

 Spodumene prices will drop long before 2025 but only to levels that keep lithium chemical prices in the $12- $14 range outside of China. For those that panic at every dip in the lithium chemical price in China, I still say focus on the price outside China unless you are invested in a Chinese producer.

also .... on Twitter 

 

https://twitter.com/globallithium/status/960252853183971328

l'origine en anglais, traduit par Microsoft

Let’s nuance this a bit - I am not concerned about an oversupply of lithium chemicals to the end of the decade. I do note that spodumene concentrate prices will drop once the new Australian projects are ALL fully ramped up

" ... Nous allons nuancer cela un peu-je ne suis pas proccup par une suralimentation de produits chimiques au lithium la fin de la dcennie. Je note que les prix de concentr de spodumne baisseront une fois que les nouveaux projets australiens seront tous compltement ramps vers le haut..."