I did think this would get sold for like 25c, I was hardly the only one though. I haven't been the best at judging AVZ. Also happy to admit that. ML has done a great job of marketing AVZ.
I also could be wrong on costs and if someone can show me the (fair) numbers that break down production costs to be next to zero I will be happy to discuss that.
Short answer to this whole debate has really been build a chem plant. Even if transport costs are 2k (includind reagents) and an oversized power bill costs should be 5-6k/t or carbonate. That is on par with what any increased output from SQM will be.
As I said AVZ is still value. I am just in the chem plant camp