I tend to agree. Would be nice to have a break up of sales at each quality grading. Listening to the Q&A, ORE (7.20 min mark),
ORE is resistant to decomposing its average price received into technical and battery grade.
However, there are some clues back in the Oct Q&A at 7:30min mark, ORE mentions firstly that 25% of sales roughly go into China and then at the 15:20 mark, 50% of the carbonate is purified/battery grade and ORE is aiming to improve on that. Finally at the 20:00 mark, Deutsche Bank asks ORE of how much of the change in revenue is market based and how much is product based. ORE answers that September had a higher proportion of purified hydroxide which helps explain the high prices in the September quarter.
Thus, the lower average price received is at least partially due to ORE selling more technical grade in the Dec quarter than in September.
Will be interesting to see how prices look as more quarterlies come out for other producers. Here are some SQM prices to September.
