
Episode 158: The Lithium Decade
The Global Lithium Podcast
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The Cost Curve for Lithium Chemicals
In 2023 the average price of lithium chemicals globally will be substantially higher than it was in 2022. In 2022 there were contracts selling at less than ten thousand dollars a ton those will come off They're gradually rising if you look at the import statistics for Japan Chinese material was still moving into Japan in February It over eighty thousand so when you read this the sky is falling because the China spot prices though There's almost no volume moving at those prices right now. So How low it goes I have no idea but even with the steep drop Lithium the lithium spot price is still ten times higher than it been in 2022.
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