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clock Created with Sketch. 02/06/23
09:17
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Originally posted by kaiseriqbal:
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I'm trying to figure out the cash flows for each of the stages. If we take Joe Lowry's estimate of a floor lithium carbonate price of US$30-35k for the rest of this decade, lithium chloride price (32% LCE) should be somewhere around US$10k.
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Checks out, its academic in the end but I think your opex is too high, as you say it was $3.5-4k per tonne of carbonate so per tonne of chloride it needs to be less than $1000 per t or so to line up with room for conversion costs.
(20min delay)