TYHOF - Lithium Investing: Asian Supply Chain Races To Secure Lithium
It has become clear that the lithium supply chain has fallen behind the development curve, which is partially why lithium carbonate pricing has risen from $5,000 T / LCE to over $14,000 T LCE since 2015 (see Lithium Carbonate Price chart below). Chinese domestic pricing for the white material has been trending higher than outside of China pricing by a significant margin. In the same time frame, pricing inside China has increased from $10,000 T LCE to $25,000 T LCE. One of the more significant factors that has allowed for this spread is the fact