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10/12/23 5:15 PM

#1436 RE: nowwhat2 #1430

Lithium: Who’s right and who’s wrong on the price outlook?
Posted on - 11 Oct 2023

Category - Features

It’s fair to say that in a 20+ year career of material strategy and price forecasting I’ve never seen as large a variance in both the near- and long-term as I have seen on price forecasts for lithium. A number of large investment banks are extremely bearish on the outlook for lithium prices, suggesting that they will go back nearly to where they came from in 2020, while industry specialists are much more bullish, with one producer suggesting to me a few weeks ago that prices would go back to US$80/kg. The small size of the lithium market and its...
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https://www.batterymaterialsreview.com/lithium-whos-right-and-whos-wrong-on-the-price-outlook/
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TradingCharts

10/26/23 9:39 AM

#1450 RE: nowwhat2 #1430

Jordan Roberts
Following
Battery Raw Materials Analyst at Fastmarkets
• 18h •

Lithium price volatility supports shift to market-based pricing mechanism, spurs hedging

The [lithium] market is no longer controlled by a few major producers and consumers. The growth in demand from EVs has brought more players to the space, and with it, large volatility.

Traditional opaque, fixed price, long-term contracts are not befitting of the current market dynamics, so the move to contracts referencing a spot index was a necessity to increase transparency and enable a more efficient price discovery process.

Have your say on Fastmarkets proposes to discontinue its lithium contract price assessments to reflect the evolving lithium marketplace
.

To provide feedback on the proposal to discontinue these price assessments, or if you would like more information about this consultation, please contact Dalila Ouerghi or Zihao Li by email at: pricing@fastmarkets.com. Please add the subject heading: “FAO: Dalila Ouerghi/Zihao Li, re: Discontinuation lithium price assessments.”

The consultation period for this price discontinuation will begin on Monday October 23 and will end on April 23, 2024, with changes taking place, subject to market feedback, from April 26, 2024.
https://www.linkedin.com/feed/update/urn:li:activity:7123025367090528256/
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TradingCharts

10/26/23 12:12 PM

#1451 RE: nowwhat2 #1430

ALPHA LITHIUM CORPORATION

ALLI
NEO

If you can not post you might as well do DD. This one has been moving up and lots of trading on US side. Give a thumbs up or a smile let me know you are out there.

https://www.tradingview.com/symbols/NEO-ALLI/?utm_campaign=symbol-info&utm_medium=widget&utm_source=alphalithium.com

New board I will add info on.
https://investorshub.advfn.com/ALPHA-LITHIUM-APHLF-42504
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TradingCharts

10/27/23 2:45 PM

#1454 RE: nowwhat2 #1430

Here is some insight of one of the ex-director of Mason Graphite/Resouces

Chairman of the Board
Mason Graphite
Mar 2018 - Sep 2020 · 2 yrs 7 mos
Région de Montréal, Canada
Paul Carmel

President and CEO - Sidex
1w

Ooof. Big bet. I just hope for Sweden and the people of Kiruna that they are not doing all this for naught. We in Quebec also have high quality rare earths deposits but China's dominance has rendered the markets too difficult and unpredictable to be developed. Will be watching this with interest. Bonne chance la Suède!


https://www.linkedin.com/in/paul-carmel-a1170019a/recent-activity/comments/