RE:Tweet from Rodney Hooper, yesterday Thank you for the link Wheeler.
I have been keeping a close eye on spot prices and the Carbonate has been holding at 472,500 yuan for a while now and only moved a bit since the last three weeks. No uptick yet, but I agree with Rodney, but many analysts are still making projections with "announced' volumes that as we now are always lower in reality.
Anyway, since EV's are our main client (that fuels demand) I thought I would post this link to a report from Seeking Alpha that shows how well the EV transition is going. (a whole lot of info in there)
REPORT HERE