This is hilarious from GS, If SC6 is selling for US$800/t in 2024/2025 on an SC6 Basis
Then Pilbara Minerals, Alkem & Sayona are all out of business. As each of the 3 will have AISC's above US$800/t on an SC6 basis
Pilbara Minerals had a Cash Cost of US$767/t last quarter (Does not include sustaining capital). There ALL IN SUSTAINING COST last quarter was already above US$800/t
You can also take away the high cost lepidolite mines in Asia.
What does that do to a supply / demand balance LOL
Some of the Shite these "Analysts" are trying to pull
General Discussion Banter GLN, page-10116
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