DC has said that RNU are close to turning MOU's into BOA's with the price being the only sticking point. It's currently around $US600/t with opex forecast for $US405/t, so what price do others think he will be looking to lock into a BOA? Something between $US800 TO $US900 is my guess. Battery makers would currently be saving by paying less for lithium, so they should have a bit of room to maneuver to increase graphite costs, especially when graphite forms a small percentage of the overall battery cost.
General Discussions, page-27124
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