61–70 of 184 posts
Another one off that helped me get up to speed with understanding lithium was a guest lecture recently streamed at CWU on Exploring the Origin of Economic Lithium Deposits by PhD Rachel Hampton
https://www.youtube.com/live/inq_ypJeiZk?si=LTQFGR07d-ypiS6_
> The spot price of battery-grade lithium carbonate, trading in Shanghai and serving as a benchmark I'm not sure why the Shanghai price is being used as the global benchmark without any qualification in this article, because in 2022 China was paying 2x per KG more than the U.S.A. and Europe. Everybody saw a significant increase, but nobody quite like China, where it looks like a bubble. Prices have come down globally…
When you look at where the overwhelming majority of lithium batteries are produced, it makes sense to use China as the benchmark (and why it pays more than the US or Europe).
Clickbaiting heading. The price is still 300% compared to the low in August 2020.
The prevailing opinion was that lithium would stay expensive or go up even more. The price also has not stabilized and may well continue to drop; this is an in-progress update.
Earlier quoted context omitted.
When you look at where the overwhelming majority of lithium batteries are produced, it makes sense to use China as the benchmark (and why it pays more than the US or Europe).
It isn’t obvious to me (although, I am dumb about this stuff) why China would pay more for lithium if they (presumably) use more… wouldn’t we expect economies of scale and all that to make it cheaper for them?
Earlier quoted context omitted.
When you look at where the overwhelming majority of lithium batteries are produced, it makes sense to use China as the benchmark (and why it pays more than the US or Europe).
It isn’t obvious to me (although, I am dumb about this stuff) why China would pay more for lithium if they (presumably) use more… wouldn’t we expect economies of scale and all that to make it cheaper for them?
Earlier quoted context omitted.
When you look at where the overwhelming majority of lithium batteries are produced, it makes sense to use China as the benchmark (and why it pays more than the US or Europe).
It isn’t obvious to me (although, I am dumb about this stuff) why China would pay more for lithium if they (presumably) use more… wouldn’t we expect economies of scale and all that to make it cheaper for them?
Worlds largest lithium deposit found in NV, a state which is 90% government owned, and we're having trouble deciding what to do. Other countries are probably going like - wow, they just found a Lithium mine and they're just going to sit on it... and they are asking us to ramp up production???
Worlds largest lithium deposit found in NV, a state which is 90% government owned, and we're having trouble deciding what to do. Other countries are probably going like - wow, they just found a Lithium mine and they're just going to sit on it... and they are asking us to ramp up production???