Who would build a battery factory without some sort of baseline long-term spod or lithium carbonate supply contract in place. In addition The complete commoditisation of a material generally requires an easy to meet standard or the standard doesn't matter to the downstream process. Leta say pure copper. copler is copper right. aluminium ingots are aluminium ingots.
In this market its not always Spod 5.5 percent and the other elements making up the 95 percent requiring removal are not always the same. Hence the downstream consuming process may want the same upstream supply to optimise against.
How would the Calix intermediate product get started without long term downstream partners.
Who would build a battery factory without some sort of baseline...
-
- There are more pages in this discussion • 1,212 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add PLS (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$2.41 |
Change
-0.170(6.59%) |
Mkt cap ! $7.257B | |||
| Open | High | Low | Value | Volume |
| $2.57 | $2.60 | $2.41 | $64.35M | 25.99M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 5 | 123970 | $2.41 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.42 | 15148 | 3 |
View Market Depth
| Last trade - 16.10pm 06/09/2024 (20 minute delay) ? |
| PLS (ASX) Chart |