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.
Nothing new but Macquaire update this morning;
Checks out, its academic in the end but I think your opex is too...
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