Thanks for sharing @Dizzle
"Will we see spodumene hit $3000 a ton?"
A very swift and straightforward answer from Ken "YES".
He also mentioned the the spodumene price is headed for a rerate,contract price is now $1200 a ton and looking to capture more addressable margin.
Bmx platform to sell mid steam product, different grade n spec spodumene aswell out sourcing sales to other producers
A very significant piece of news imo is that our mid steam product lithium phosphate can be sold directly to the cathode makers to produce lfp lithium iron phosphate batterys.
Therefore skiping the chemical converters as in this will be pilbara minerals
In Doing so then again capturing even more margin.
Where as before we could only target nmc nca chemistry in the form of lithium hydroxide in addition to brine plays where lithium carbonate to lfp is the preferred route.
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