Episode 154: Emilie Bodoin
The Global Lithium Podcast
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Pure Lithium Is Taking on a Massive Challenge
Since near the end of last year I have been talking about Attempts of some of the major chinese players to talk down the price of lithium. No one saw $80 a kilogram lithium chemicals coming That's more than a 4x disconnection from the cost curve. We are in a structural deficit that will last several years watch the price of spodumine Spodumine pricing into china will define the high end of the cost curve we're still subject to market forces.
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