Interesting article on Livent’s outlook for 2019 and beyond. -...

Interesting article on Livent’s outlook for 2019 and beyond.
- China having a big impact on market pricing - shifting subsidies away from batteries to other EV infrastructure
- Due to this and other macro factors China delaying purchases
- Livent to export all of its Chinese chemicals this year.
- Rains in Argentina impacting production (still haven’t seen any articles about the full impact of these storms on the big 4)

A second article from Fastmarkets tipping global demand of lithium carbonate to increase 30% between 2018 and 2020.

My takeaway is there’s nothing fundamental about the drop in LCE prices and share prices. It’s mostly political and temporary (the Chinese can’t delay purchases forever).

Now that we know we have lithium at Candelas, and funding to take it to JORC, all we need to do is sit and wait for our perfect storm to arrive (although we will get a moderate rerate between now and then).

The first half of 2019 is going to be all about bewsflow and fastracking our project. The second half we be the market shifting into supply deficit and the bulls returning.

All IMO.

https://www.cnbc.com/amp/2019/02/12...thium-in-2019-due-to-subsidy-uncertainty.html

https://www.indmin.com/Article/3845...re-status-as-battery-makers-main-partner.html