The flow sheet in page 11 of the latest AGY presentation indicates they will use the conventional process in which case they will need lime. And a whack of it too.
About your supply shortages, have you considered the nine projects been commissioned now or that will enter into production in the next five years and will increase supply by about 260,000 tpa LCE? Projecttpa LCE Abermale's La Negra, Chile70,000
SQM/Lithium Americas's Olaroz, Argentina50,000
Pilbara's Pilgangoora, Pilbara, Western Australia44,000
Nemaska's Wabouchi, Canada28,000
Neometal's Mt Marion, Western Australia20,000
Orocobre’s Olaroz, Argentina17,500
Altura's Pilgangoora, Pilbara, Western Australia13,000
Talison's Greenbushes, Western Australia9,000
Galaxy's Mt Cattlin, Western Australia8,000 Total259,500
Don't tell us that brines are better than spodumene: once refined, it is almost impossible to tell the origin of lithium carbonate.
Please put AGY's Rincon 150 tpa LCE in this context
DYOR
Cassandra, quod nemo credivit
AGY Price at posting:
2.8¢ Sentiment: Sell Disclosure: Held
