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I used current mate. $16000usd/t or $16/kg for hydroxide. A...

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jonatb

594 Posts.

180

05/06/20

23:21

Post #: 45071430
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Originally posted by WoodySpoon ↑

Thanks Jonatb, Is that at current li prices or previous, when prices were higher?
If you have a source for that I'd be interested to read it. I may have gotten a bit excited and gone off the memory of seeing this slide somewhere - forgetting Benchmark specialise is trapping lithium baggies like myself.

But using your figure; if you can shave $400 off that input cost by using the AISC (owning the supply chain) instead of market price, and you sell 250,000 EVs per year you'd be looking at $100 million per year extra money in your car company pocket. Maybe not enough to justify spending $700 million on a mine and hydroxide plant.
But if you were VW or any of the top 8 or so car makers you are hoping to be selling double that within 4 years at a minimum. In the case of VW and Renault orGM probably 4 times that.
Now it's starting to look pretty good..... I hope.

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I used current mate. $16000usd/t or $16/kg for hydroxide. A 60kwh pack has approx 50-55kg hydroxide.

Ya so $800-880usd..

If tesla can get there pack costs down to $80/kwh. Thats like $5k usd per pack.

MLL Price at posting: 9.5¢ Sentiment: Buy Disclosure: Held
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