it's funny to me how they compare spod producers with chemical producers, using the simplified "LCE" comparison.
They are planning to dig up rock and concentrate it with flotation; that has NOTHING on the complexity of a Li brine processing operation!!
Also, they speak of a hydroxide converter, but that is in 2030 at best, so is still hopes and dreams afaict.
Chalk and cheese.
Good luck to them though. Long road ahead.
"I just don't believe the lithium punters out there have any idea what AGY is about to achieve"
Yes, I certainly agree!
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