The Japanese are marketing ORE's Li and you can bet your bottom dollar, based on transfer-pricing, JV purchasing formula and other creative means, ORE will not be getting anywhere near $10,000/T. Indeed it was only a few weeks ago ORE were talking about $6,000/T.
The price on a few hundred tonnes is not the game, the real game is that ORE indicated that it would have reached nameplate (>1,400T/month) in Dec/Jan. This is what matters.