Some good analysis, but let me throw a few more little cherries on top.
GXY's average realised price (for a lesser grade) is $1,062 US/t. At a roughly 1:12.5 ratio, this equates to current carbonate prices of about $13k USD.
Except.
Carbonate prices hit $20k in September (and still going up).
So we could be seeing spod prices closer to $1,500 USD.
The mind boggles.
PLS joint venture with LG Chem and Polaris Shipping, page-62
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