Lamsrust schreef op 19 januari 2026 00:14:
A consistent price of about $US1200 to $US1300 per tonne would change the equation and spur a jump in production, analysts said.
“We continue to forecast relatively short price cycles for spodumene, with the assumed supply side response expected to see prices retreat below US$2000 per tonne during 2027 before climbing again in 2029,” Bairstow said.
“It is likely that new supply announcements and restarting of existing capacity, combined with inventory cycles in China will see increased price volatility.” HD