Lithium market participants diverge on supply-demand effects on price due to COVID19, page-6

Yes that's right. The company has been pretty coy about releasing that information. Maybe when they start producing battery grade for the long term contract and supplying Naraha things might be a bit more transparent.
But, to be fair, The big boys like SQM and Albermarle aren't particularly forthcoming either. A while back I tried to work out SQM cost of production from their announcements but I couldn't get past a global amount not an amount for each of the various lithium chemicals they produce nor could I get a number on the proportion of say battery grade in the mix. So I guess it is an industry wide thing.



P