Thanks for lifting a finger, but try distinguishing TG from CG.
Albermale’s SC is largely Technical Grade to sell to market not BG. Talison BG SC6 is rarely sold to a competitor.
Also Do note in at least one data sheet for Albermale bags the TG SC6.5 dry........not with 12-15% moisture................
CG SC6 as Battery Grade feedstock for high end EV batteries is what is being targeted by FFX as I understand. The premium market. Talisons does mix TG pit ore to lower CG SC6 Fe count.
Below table from The METs shareholders letter, is “producer one” :
From above, SC6.1 and SC6.0 (CG) are the battery grade market SC products.
SC6.1 inputs is sourced from Palith, General Lithium Corporation. It appears to be circa 2015
http://www.palith.com/userup/files/3_1另附1%20环境影响评价报告书.pdf
moisture is 5%
This palith link is a little break-through on Information gaps for retail as it is hard to find GB SC6 product specifications. It’s actually considered confidential but it’s in public domain with Palith.
5600 is keyword to find SC6.1 reference. Unfortunately that company didn’t add that pdf link.
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this table Below, is from 2012 is early days for lithium battery targeting EV, NiMh was still being used predominantly.
the SC6 there does evolve, as the next shows:
Next is 2018 Tianqi Lithium HKEX IPO pdf. Available at TLH forum on Hotcopper.
I have not looked at IGO material but it would not be too different. BDA Behre Dobear Australia conducted both reports, and from glances on IGO Material BDA is still the seasoned Experts here......
Bottom line is, you need to look at CG SC6 and SC6.1 for battery Grade lithium feedstocks -(used for hydroxide and carbonate study)
Tailings plant by Talisons opens up interesting comparisons to FFX btw.
Does FFX strategy in DFS make it hard to expand the mine? Does the strategy suggest lithia intermediates onsite were and are really important?
