50,000$ available to spend on raw materials.... at a 7 to 1 SC6 to LCE conversion, it means 7,000 $ available to buy SC6.
Will they pay that ??? Sure the converters need profits, but may be they pay us 80% of this and keep just 20% for them (10,000$) . A year ago the converters would have killed for this profit... so plausible. That would mean 5,000$ SC6 ton. But who knows, shortages increases prices, which increases competion ( other mines, resources ) and the invention of alternatives ( other chemistries, storage solutions).
The big question I think is, how much Tesla(or any other EV OEM) can increase their price tag, without kilking the demand of EVs...currently they have +20% margins..so lot of room there.
Imposible to predict...but IMHO certaintly SC6 will achieve prices well north of the current levels, and for several years not months...
The direct consequence, I think is that grid storage will have to switch quickly to alternative chemistries not based on lithium (i.e. vanadium flow).
DYOR
Ann: December 2021 Quarterly Activities Report, page-112
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