Hi @dfs1,
Been trying to reproduce the Lili Wu Lithium Conversion Profit/(Loss) Waterfall without success.
Using her USD2500/t for Spod, lower end cost curve chemical processing cost USD3000/t and LCE China domestic price of USD27000/t I end up with USD6500/t profit. Her chart claims convertors would operate @ a loss if paying USD2500/t for Spod.
The feed/product ratio probably has a wide range, but my understanding is that 7 is a reasonable figure.
Even USD3000/t for Spod returns a profit for convertors using these parameters.
Can someone please put me on the right track.
Cheers
Good News & Bad News, page-4663
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