If their conversion cost estimates are close to reality, which iirc vary from around $6k/t to $8k/t LCE and their aisc is somewhere around the $7k/t to $7.5k/t, then it would seem that a breakeven carbonate price would be somewhere around $13k/t to $15.5k/t.
This would put the chloride price somewhere around $7k/t to $7.5k/t afaict.
If the converter margins is % based, then perhaps the converter cost (which includes their margin) would be slightly less than the numbers above, resulting in a breakeven carb cost of a a bit below the $13k/t to $15.5k/t range.
That’s just my read based on the info in the DFS’s.
Thoughts?
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