I red an investor Q&A from Ganfeng last Dec. It said that (to Ganfeng) the lithium carbonate production cost using spodumene from Mt Marion, Goulamina and other Australian mines (likely PLS) approximately CNY80k, 70k and 50-60k/tonne, respectively. No wonder Ganfeng wanted to increase the import from PLS. But I guess that the cost is subject to the spodumene price.
I red an investor Q&A from Ganfeng last Dec. It said that (to...
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