
Episode 155: Jigar Shah
The Global Lithium Podcast
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The Brave New World of Lithium Pricing
I was in south florida Attending the bmo conference On mining and critical metals. I personally met with over a dozen lithium companies Some of the big guys as well as emerging players It was great to be able to talk face to face With a few of the players I have never met That would include people like compass and lithium iconic and american lithium. Given The price environment we're going to be in for a long time many Projects that I didn't talk about in the past Based on my analysis of their cost structure versus the pricing environment are now potentially viable. We live in a brave new world of lithium pricing Which makes many projects around the world Much more attractive and needed As well
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