Nah, it doesn’t really “help” at all.
You’ve typed a lot without really saying much.
Generalised points about increasing pumping or larger mining equipment are effectively irrelevant to our operation.
What you seemingly fail to recognise or understand is that the breakdown of production costs is very well-known by our Puna team. They know with high-confidence the amount of reagents and energy required to process our brine to BG product.
These are the 2 key costs associated with production.
Yes, sure, there is SOME relevance to “scalability”, but the key point is that the MAIN costs of production are basically CONSTANT per tonne, so therefore at lower production rate, the main “inefficiencies” are due to labour and other (relatively minor) factors that improve with higher production rates.
You claim that an operation under 10ktpa will “struggle to be profitable”.
On what basis?!
Enough motherhood statements about “scalability”; provide something tangible.
If you DYOR you will see what the reagent and energy costs per tonne are for our process. Sure, they will have inflated a bit since that was determined. So what; product prices have increased FAR more since then too.
A 10ktpa operation can easily make $400M-$500M in revenue in the current market, with a contracted customer. Are you claiming that a 10ktpa operation will cost $40-$50k per tonne to produce?
On WHAT basis?
Our sub-$5k/t estimates for a 10ktpa operation (and now probably $6k-$8k/t) are based on extensive actual experience. Dyor on the history of our team.
Will 2ktpa cost more per tonne to produce?
Sure it will, but suggesting that it will cost $40k / $50k / $60k per tonne to produce is unfounded nonsense - and I’m sure you know this.
Maybe contribute some actual detail to support your FUD claims…?
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