Why lithium won’t see $7,000 again

By Andy Leyland, Head of Forecasting & Consultancy In commodities analysis there is a long-held view that when a market enters into oversupply the price will fall toward the 90th centile of the cost curve. The logic being that this will prevent new supply from entering the market, force out high cost supply and lead to a market rebalancing. On the surface it appears a […]