The final result of the auction on the Pilbara BMX platform this afternoon: 5650 USD/t, FOB, assuming 80 yuan freight is 5730 USD/t, CIF China. Lithium oxide grade: The bidding price benchmark is 5.5%, the final grade is within 0.1%, and the final price remains unchanged. If it exceeds 0.1%, the unit price will be increased or decreased proportionally. According to this calculation, the production cost of lithium carbonate is 328,000 yuan / ton (calculation: ((5650+80 shipping) * unit consumption 7.5 * exchange rate 6.5 * (6/5.5 grade conversion) + 23,000 processing fee = 328,000 yuan / ton)
Comments: The auction price is in line with expectations, and it is optimistic that the long-term lithium concentrate price will remain high. With reference to the Q2GXY lithium concentrate price of US$5,000/ton, the auction price is in line with the market average. And once again surpassed the last highest price ($2,350/t, FOB), the price of Q2 lithium concentrate is still strongly supported. The bottom of the lithium plate has arrived, and the price-performance ratio of the target with mineral resources is prominent.
The final result of the auction on the Pilbara BMX platform this...
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