Lithium Miners
Besides the obvious two current producers AKE and PLS, there are a few in WA associated with ASX listed companies (WES, MIN).
The Liontown CEO made a good point in a recent interview (AFR), it takes 5 – 15 years to get production established and by then there will be heaps of supply already online. I wouldn’t be investing in a lithium resource with the intention of holding until production. Many of these Li projects will never pass feasibility studies if increasing supply depresses prices. LTR is expecting to be the next producer although there are others already producing pilot samples prior to construction.
We know the difference between investing and trading. The rapidly increasing Li prices are going to provide lots of trades in Li specs.
