Running discussion on SP, page-16988

I think the question you're asking is completely valid, and somewhat interesting.

the avz jorc states raw content of .9% or there about.
compared to pls raw content at roughly .6%

this is definitely entering @Scarpa territory. but I think the discrepancy or reason why avz is touted at low impurity is its grade in terms of deleterious elements.

I.e. as avz has superior grade less tonnes of raw spod is required to create 6%.
therefore, despite the grade, the mass balance of Fe is actually less.

the additionally positives for avz is their Fe levels are homogenous. where as PLS has increasing levels as their geological confidence decreases. this is a 2 fold issue. if their raw Li grade decreases more tonnes is required in the concentrating process. additionally the % of Fe will increase over time. meaning as their operating process refining overtime may improve the Fe levels, their raw input of Fe in mass balance terms will increase.

also, pls have used 0.2% cutoff where as AVZ have used 0.5% (Li content) meaning PLS is really scraping the bottom of the barrel. AVZ can be more selective hence the significance of Carrier.

in regards to what is classified as "tier 1" in not across the specifics but I'd very much interested. so would the entire market. I think there's a lot of buzz words thrown around with no scientific or factual classification to back it. Frankly I don't think many of the industries battery manufacturers want to outline it. they're very much loving the blurred lines and reaping the rewards whilst itsgloomy.

took iron ore many years for there to be clear transparency on premiums and penalties across the market, that said, it's still quite hush hush on the smelters end.

Would prefer a chem or geo adding to this with some solid info. hoping @Scarpa isn't 27vbs deep and can scratch up an old post.

SF2TH