Read on Twitter
Benchmark interview with Wang Xiaoshen, president @GanfengOfficial - one for the very few true pioneers in #lithium.
On how low #lithium prices can go:
“It’s hard to say. These days people are looking at 150,000 RMB ($21,807 a tonne), that has a bigger chance to be achieved,… twitter.com/i/web/status/1…
On how low #lithium prices can go:
“It’s hard to say. These days people are looking at 150,000 RMB ($21,807 a tonne), that has a bigger chance to be achieved,… twitter.com/i/web/status/1…
On 2022 v 2023:
“Last year was booming … Lots of battery companies and OEMs were very aggressive about expansion so they gave big numbers for requirements for upstream resources like lithium, encouraging everyone to expand, especially lepidolite and DSO [Direct Shipping Ore]… twitter.com/i/web/status/1…
“Last year was booming … Lots of battery companies and OEMs were very aggressive about expansion so they gave big numbers for requirements for upstream resources like lithium, encouraging everyone to expand, especially lepidolite and DSO [Direct Shipping Ore]… twitter.com/i/web/status/1…
On lepidolite in China:
“Below 100,000 RMB only a few and smaller volume [mines] can be justified. But we believe the big volume that everyone was expecting would probably be in trouble.”
“Below 100,000 RMB only a few and smaller volume [mines] can be justified. But we believe the big volume that everyone was expecting would probably be in trouble.”
On lithium in Africa:
“We already invested in Goulamina in Mali, and we are now speeding up the construction. We have also invested in some smaller, earlier stage projects in Africa. We’re going to do exploration. We think there’s good opportunities in Africa.”
“We already invested in Goulamina in Mali, and we are now speeding up the construction. We have also invested in some smaller, earlier stage projects in Africa. We’re going to do exploration. We think there’s good opportunities in Africa.”
On sodium ion v lithium ion:
“There’s the theory that people believe that because they don’t use lithium it might be cheaper. But they forgot that the other parts of the sodium batteries are more expensive, like anode, like electrolyte”
“There’s the theory that people believe that because they don’t use lithium it might be cheaper. But they forgot that the other parts of the sodium batteries are more expensive, like anode, like electrolyte”
This is a really excellent @benchmarkmin interview that you can read below.
source.benchmarkminerals.com/article/we-bel…
source.benchmarkminerals.com/article/we-bel…
• • •
Missing some Tweet in this thread? You can try to
force a refresh
