AGY 0.00% 3.8¢ argosy minerals limited

General Discussion AGY, page-23505

  1. 4,125 Posts.
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    @pierre23

    Full credit for sourcing this info goes to @GCar. I have to tip my cap to him on this occasion for sharing the bad news, rather than just the good news.

    But you're right, it does go to show that the production costs curves that show brine operations at the low end seem somewhat skewed by the fact that existing brine operations (e.g Albermarle, Arcadium and SQM) are some of the largest and most refined operations on earth. Scale seems to be the key, rather than inherently cheaper production.

    https://ariesonline.com.ar/amp/133343/el-precio-del-litio-obliga-a-mineras-a-reestructurar-pero-ninguna-se-va-de-salta

    https://hotcopper.com.au/data/attachments/6398/6398435-28415b1a3f8c1c9d49a4852861e3c15b.jpg


    Last edited by Rob826: 21/08/24
 
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