Introduction

The lithium price is very much still disconnected from the cost curve. The average price for lithium chemicals sold globally will be higher than 2022 despite this China spot price crash. I make my case in this presentation of why I think you'll see strong lithium prices They may not be 80,000 a ton but they don't need to be most of the major players sitting at the left-hand side of the cost curve are gonna make extreme amounts of cash.