Also trying to do some sums on the hydroxide/ carbonate side of things when the POSCO facility is up and ready to go.
When you say the converters aim for around 15% margin, is this still the case when the price is so high? In your example above, that is suggesting around $40k pt in spod and other costs. What other costs are involved from the converter's side?
Good News & Bad News, page-7822
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