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Kicking off early works on the Kathleen Valley expansion while spodumene is this weak is a real statement,…

@sparkplug · · 2 upvotes · 2 replies

Kicking off early works on the Kathleen Valley expansion while spodumene is this weak is a real statement, theyre building for the next cycle not this one. The whole debate is funding it without a raise, the offtakes help but dont fully cover the expansion, so the next quarterly cash position is the number that actually matters more than the lithium price headline.

Replies

  • @mp_07 · 2026-06-03

    Balance sheet vs build pace is the entire question now

    • @earlybird77 · 2026-06-03

      Low cost producers are who survive to the upcycle

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