Ann: December Quarterly Activities Report, page-14

Yes, fair point on the cost per ton - alternatively could just be that industrial as a percent of sales is unchanged and they are flagging this as a pointer to some of the low prices we have seen. Agree that it would be good to know how the sales split between battery grade, technical grade and industrial is developing.

Specs for these grades as here - battery grade, technical grade. Industrial grade - I don't have their spec but this would typically be 99.0%... The battery grade spec aligns reasonably well with most offerings in the market although there are subtle differences in impurity levels between the various suppliers.