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#Financials
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From the Australian ...
#Bear Case
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Only Wodgina and Greenbushes are profitable at the current spot price
Pilgangoora is above the cost curve and appears this is what is driving the shorts.
From money of mine podcast.
https://www.youtube.com/@MoneyofMine
#Risks
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Thought I'd post here instead of CXO as PLS is a current producer
Wonder if demand destruction for EVs could be on the horizon? And how much of the EV hype is driven by the current Biden administration and other western govs round the world. I usually don't pay much attention to Zerohedge but this is a good article.
Lithium prices hit new record as EV affordability concerns mount
