Yeah I got similar numbers to these too, which is less than my original assumption of $5000/ton GP.
I guess the thing that is keeping me here is I believe the $1600-$2800 is the minimum GP we can expect. The likelihood of the 25% tariff starting in Dec and the benefits of scaling efficiencies will help us get closer to the $5000. However IMO there is significant less risk now, the imminent loan decision will be a significant tick in this box. If the DOE approves the loan then they are of the opinion(with all information available to them) the NAM business is viable.
Also the cathode tech and how that plays out, will be cream on top.
Yeah I got similar numbers to these too, which is less than my...
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