First year is to supply contracted 275ktpa see below. I believe there is a +/- 10% built into the offtake agreements too.. I can't say I'm worried about profits for the first year. 10 year average is A$651/tonne from memory and the current US$1100/t SC6 equates to A$1,651/t SC6. I do however wonder by what % can we expect the C1 cost to increase for the first year. Obviously it wont be the 10 year average of $651.
Anyone with some detailed analysis or views of what it could be?
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