Hi Pos1963,
I’ve quoted the midpoint but have from the beginning, drawn attention to a +/- 30% on those production costs.
I made this graphic nearly a year ago.
The Benchmark figures quoted are for LCE exported from Chile & Argentina but they’re out of date and from November 2018.
I’m not trying to create false expectations I’m trying to be realistic. According to Benchmark in June 2019, LCE prices are down 7.7% YoY.
The PFS will give us the numbers and I believe Benchmark will update their Carbonate and Hydroxide prices early 2020.
https://www.benchmarkminerals.com/membership/lithium-chemical-production-at-new-high/
Lake AGM - 26 Nov 2019, page-32
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