You do some great analysis Mondy but I say again on the overall picture…….
JP expects their price for Li Chloride sales to be 70-90% of the price of battery grade Li Carbonate price. This is CORRECT - It's definitely a percantage of Li carbonate not Chloride price- Hence the margin and opportunity. Not to mention the reduced capex of ~$600m to build the Carb plant and 3 years for construction and qualification. Only assets with ultra high grade and low impurities can offer this option in a timely manner.
It about de-risking and lowering the lowering the overall execution risk. This is happening!
JP and the board are really playing to their strengths here.
Yours in HIGH grade LOW impurities.
You do some great analysis Mondy but I say again on the overall...
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