The rest of that thread from Simon is the real kicker:
”It’s crucial to note that lithium is a speciality chemical industry. There isn’t just one price for all lithium. Those higher quality producers that are imbedded into batteries and EVs will always command a premium. “
Low impurity, battery grade LC/LH is what ASN is aiming to produce. Lowest part of the cost curve, highest part of the pricing curve.
ASN General Discussion, page-9895
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