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re: Diving deeper on Standard Lithium?

Posted on 4/3/24 at 11:34 pm to
Posted by ev247
Member since Nov 2022
322 posts
Posted on 4/3/24 at 11:34 pm to
Who knows, Standard may just be retooling their proposal since lithium prices have dropped since their proposal was put forth. Lithium commentators that I've followed (that disagree with each other on much) pretty much all say that the lithium carbonate spot price is closer to $15k than $30k now. Don't know how spot price will correlate to offtake contract prices though.




Posted by Fe_Mike
Member since Jul 2015
3155 posts
Posted on 4/4/24 at 9:17 am to
Certainly a little unsettling.

If they are just making some changes to the application it represents in the least another significant delay.

They could just be shutting down shop.

Exxon could be buying them out.

They submitted it April 1st, could just be an April Fools joke on the AOGC.

So many totally viable scenarios.
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