Interesting to compare price deck in Hallgarten's update with that in the recent ALK update by Edison:
Based on Hallgarten appreciation for DyO 17/18/19 probably a reasonable assumption they would have been similar 2020 ~$350kg BUT Edison have reacted honestly to the current supply/demand situation and slashed their DyO forecast by a massive 43%, all the way back to $200kg, basically no appreciation from current levels.
That would make a hell of a mess Hallgarten speculation.
Ann: NTU Hallgarten and Company Coverage Update, page-11
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