Mustpow,
"Ganfeng has also said that from brine to LCE, the main cost is refining. (So refining accounts for the largest porpotions of the costs. To support our views about how brine players would be dumb to ramp up their production of LCE, since potassium price is falling, Tianqi’s Chairman has said similar things. He also said for that reason alone, brine does not gain any advantage from spodumene."
I have already asked for the actual references several hours ago.
Tianqi's chairman is also clearly one of the sources, so you can say whatever you like until you are blue in the face, but I will believe the Tianqi Chairman and my interpreter, and I have more than one.
Nothing in there states that refining is 90% of the costs, please provide a reference to where this was stated, and BTW please provide references to all the facts you have been providing for days but refuse to do so. I'll take the original comments to one of my other interpreters, and find out the truth from them, you may do your own research.
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(20min delay)