@anatol always includes some real gems.
Knocking Livent & Orocobre for producing Lithium Carbonate at US$4000pt is more than a little silly. It is plain ignorant.
How is this not a competitive price?
Unless of course he still thinks they produce concentrate - as his post suggests. I have tried explaining this to him but to no avail.
How much does he think converters can produce Li Chemicals for when spod is around US$600pt CIF?
Deliberately leaving AVZ off the bubble chart is biased and most people know I'm not a supporter of AVZ. Including his Kathleen Valley resource target as a bubble is questionable and his LiO2 grade cutoff line is arbitrary. Just ask holders of AJM.
Interesting how he has now decided that PLS water supply used in processing concentrate isn't purified well enough and is adding substantial impurities.
Its like reading a very convincing Flat Earther argument with supporting 'evidence'.
Hilarious
Problems of 1st gen producers are technical & managerial rather than commercial & financial, page-22
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