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In addition :1) Iodine is mentioned noting its importance.2)...

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  1. the technician
    9,653 Posts.
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    01/06/23
    09:32
    Post #: 68071696
    In addition :
    1) Iodine is mentioned noting its importance.
    2) there is no estimate but my calculations have it running at about 10% or so less than lithium
    3) this would mean from ES alone around 200k-250k Mt Iodine
    4) Iodine market pricing pushing $70k USD pmt now and growing .
    5) all 4 mineral suites Lithium(Li2CO3) Boron(H3BO3) Brimine(ZnBr) and Iodine(I2) are all in "SUPPLY DEFICIT" .
    6) The insitue value (in ground) projected value is in excess of $400 Billion USD .

    Happy to run the numbers , I'm being conservative in that figure also so using the metrics available in this presentation. But as you can see this resource basin is significant and $220 million AUD is all it's worth something not right here .

    Warmest Regards TT
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    lightbulb Created with Sketch. 8  Great analysis
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