How much is it going to cost per tonne of Carbonate for SQM to expand production into increased lease costs + infra spend + other Corfo conditions and then also convert the Carbonate into Hydroxide? I'd like to see your numbers.
PLS total cost of production at conservative figures would be c. $4.8k/t Hydroxide. Can Brines beat that? Do you see Hydroxide prices going back to anything sub $10k in the next 5 years?
Lithium Demand surge, page-650
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