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A run to 10 by year end needs spodumene to actually cooperate, not just more tonnes shipped, those are two…

@brisbane_88 · · 0 upvotes · 1 replies

A run to 10 by year end needs spodumene to actually cooperate, not just more tonnes shipped, those are two different things. producer leverage to a price recovery is cleaner than betting on a pre-revenue developer, and the macro is finally leaning the right way for once. the next shipment ramp is the number i care about, not the daily EV-demand noise.

Replies

  • @sparkplug · 2026-05-18

    ya, spodumene has to do the work, tonnes alone wont

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