BSASX Lithium Miners Production Costs (C1 FOB):
Arcadium Lithium (LTM) (Q4 FY24 based on an AFR article, 7 August)
Mt Cattlin (Q4 FY24) approx. US$700/t
IGO (IGO) (Q4 FY24)
Greenbushes: A$338/t (i.e., approx. US$220/t at AUD/USD 0.65)
Liontown Resources (LTR) (Forecast in Project Update, September 2023)
Kathleen Valley: US$651/t
Mineral Resources (MIN) (FY25 guidance)
Bald Hill, Wodgina: A$800-$890/t (i.e. approx. US$520-$578/t at AUD/USD 0.65)
Mt Marion: A$870-$970/t. (i.e., approx. US$565-$630/t at AUD/USD 0.65)
Pilbara Minerals (PLS) (Q4 FY24)
Pilgangoora: US$390/t
$100 share price, page-607
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