Post by
My19sixyNineZ on Nov 02, 2023 4:24pm
Livent investor call transcript. Read Paul
Graves comments on demand....down to switching to the 7 projects. All of his comments before that divergence.
Outstanding.....
https://www.fool.com/earnings/call-transcripts/2023/10/31/livent-lthm-q3-2023-earnings-call-transcript/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article
Comment by
My19sixyNineZ on Nov 02, 2023 6:35pm
" With underlying long-term end market demand remaining strong and supply chain inventory levels declining to levels that cannot support more than a few weeks or maybe months of sales, if history is repeated, we will see a rapid increase in the price of battery materials when buying restarts." So far, only company seen comment on supply this way.... Booom!!