Super confused why you like to post this chart frequently? Do you understand where it places LTR?
I have drawn an arrow to non-integrated Spodumene for you.
Personally I think it is a silly chart to use because it must have assumed costs of SC at around US$3k/t - the price at the time.
That chart fixes non-integrated supply costs at Sept 2023 pricing yet goes on to draw lines in periods where SC had fallen significantly. IMO very much the wrong chart to use to convey what might be economic in Jan 2024 or May 2025 because at each of those subsequent points in time the non-integrated costs had fallen due to the cost of feed (be it Spodumene or Lepidolite) falling.
It baffles me why anyone would choose to use or publish it with those horizontal point in time lines.
(20min delay)