Possibility is that early movers are getting set after yet another producer ‘optimises’ production
As per classical textbook market behaviours and history, the ongoing optimisations, closures and reductions in production forecasts by producers in the lithium sector could be laying the foundations for a future recovery.Yesterday, Liontown became the latest miner to ‘optimise' its future production in response to low pricing.While the carbonate price lifted last week, it was notable that a number of ASX-listed lithium stocks were today on the gain.
"On our existing price deck , we estimate Kathleen Valley to achieve operating breakeven on the optimised production plan and be free cash flow positive from the September quarter 2025," Canaccord said this week."Running spot prices , we estimate Kathleen Valley can remain at an operating breakeven level, but given capital requirements and debt obligations, we estimate Liontown may face a liquidity crunch by the December quarter 2025.
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