AZL General Discussion, page-21729

Definitely worth watching the Joe Lowry presentation from 53:54. It does lag early on before before restoring.

"the lower grade lepidolites are probably at $25k a tonne or more" (to produce)
"the China spot price is not the lithium price, there are a range of lithium prices"
"the average price in Korea for LCE and LHM averaged $50/kg"
"carbonate in Japan last year averaged $56/kg"
"if lithium stays below 25k a tonne sodium-ion's pretty much a dog that doesn't hunt"
"there's a map for North America with 25-30 gigafactories out there. Thacker Pass will take 3 years to build, another year to ramp and it does 1" (gigafactory)
"So if North America is gonna build a robust battery supply chain theres gonna be have a lot more investment than we are seeing now, because you can't find another financed lithium project in the U.S right now"

Thacker Pass capex is 60k per tonne. Prairie beats TP on capex and opex. Hold on to your bags Argyle.