Piedmont have just released a set of financials for a hydroxide plant with throughput of 196kt of Spod. This is the sort of scale that Core's could be considering. The estimated capital cost is US$500m + contingency. As expected, multi-billion NPV's. While the steady-state LiOH production cost looks high, it includes buying Spod at US$1,200/t (making up $8,053 of the $10,630 AISC).
Given the forecast out-year perpetual deficit and the current spot rates, the pricing used is conservative at around a third of current spot prices.
Piedmont have just released a set of financials for a hydroxide...
Add CXO (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
10.5¢ |
Change
0.005(5.00%) |
Mkt cap ! $224.3M | |||
| Open | High | Low | Value | Volume |
| 9.8¢ | 10.8¢ | 9.6¢ | $1.222M | 11.93M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 50 | 3180868 | 10.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 11.0¢ | 1951653 | 28 |
View Market Depth
| Last trade - 16.10pm 19/07/2024 (20 minute delay) ? |
| CXO (ASX) Chart |