re Deutsche's "normalised" lithium carbonate price of US$55,000/ton, that implied spodumene concentrate price (6% Li2O) is around US$5,044/ton. (Assumptions: converter margin 20%, USD to CNY: 6.8, AUD to USD: 0.7, conversion cost: US$3,000/t, 7 tons SC6 to 1 ton LCE).
Chinese lithium price dropped ~20% from the peak, if dropped another 50%, spodumene concentrate price would be still be around $3,200/ton.
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Here's exercise of LLL's shared net profit after tax based on various SC6 price assumption.
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All imo.
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