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UBS flags 'material ramifications' from 'China Inc' for WA lithium miners

Costs coming down for lepidolite and Africa-sourced production

Michael Quinn
UBS flags 'material ramifications' from 'China Inc' for WA lithium miners

The current price is understood to be less than $1290/t based on April 2024 contracts cited by UBS of about RMB 105,000/t, suggesting pricing of about $12,900 for battery-grade carbonate. The bad news...

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