RE:Excellent read.I agree britishracer, it is an excellent read! It seems that lithium carbonate and Li hydroxide prices have fully entered the 'commodity' phase and therefore are similar to oil prices in that spot markets and term (contract) markets exist. There will soon be an ability for companies to hedge pricing to provide stability to pricing of their production.
She also discusses the factors that have led to reduced lithium demand, specifically the factors that have resulted in reduced EV sales, included higher interest rates, concerns about EV range, etc. It makes one wonder how poorly governments have forecasted considering the billions incentives they have poured into battery plants, etc.
In the long run, I still believe the lithium market will experience a tight supply/demand which will lead to higher Li prices. It just sucks to be holding stock at this point waiting for that to happen. JMHO DYODD