Bear in mind China currently already reach about 85% import dependence on lithium higher than iron ore import dependence.
Mining cost for most Australian lithium producers are between USD$400 - USD$600 per ton, spodumene price will definitely rise imo.
Big 4 Iron ore producers have about USD$20 per ton mining cost, but iron ore price fetches USD$100/dmt.
Avz will be the leader if not being taken over, imo.
Running discussion on SP, page-20312
-
- There are more pages in this discussion • 62,468 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)