Piedmont have just released a set of financials for a hydroxide plant with throughput of 196kt of Spod. This is the sort of scale that Core's could be considering. The estimated capital cost is US$500m + contingency. As expected, multi-billion NPV's. While the steady-state LiOH production cost looks high, it includes buying Spod at US$1,200/t (making up $8,053 of the $10,630 AISC).
Given the forecast out-year perpetual deficit and the current spot rates, the pricing used is conservative at around a third of current spot prices.
Ann: Core and Tesla execute Binding Term Sheet for Lithium supply, page-236
-
- There are more pages in this discussion • 5 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add CXO (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
9.0¢ |
Change
0.004(4.65%) |
Mkt cap ! $192.3M | |||
| Open | High | Low | Value | Volume |
| 8.4¢ | 9.0¢ | 8.2¢ | $2.269M | 26.12M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 56007 | 8.9¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 9.0¢ | 1130477 | 35 |
View Market Depth
| Last trade - 16.10pm 26/06/2024 (20 minute delay) ? |
| CXO (ASX) Chart |