Champ the $5400 you're quoting was the mid point of the observed AAM spot pricing at 12 July 2021 in China.
Fair enough, what you're quoting was reported by Syrah and was correct AT THE TIME.
We're 6 months down the track now, and if $5400 is still the AAM price I'll stand corrected. iaMO you can add a 50% premium to it as at right now, and probably a further 25% on top of that outside of China to account for the desperation of end users for viable AAM product up to their specs.
Also important to note the COB quoted by Syrah in June of $3149 at 10k output for Vidalia. Even lower per tonne above 10k.
Ann: Additional Information Tesla Offtake Agreement, page-170
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