Some perspective fwiw:
Latest spod auction was $2240/t for 8000 tonnes.
It takes around 8 tonnes of spod concentrate iirc to produce 1 tonne of carbonate.
Therefore, the spod feedstock to the converters, excluding shipping, to produce 1 tonne of chemicals (Li carbonate) cost them about $18000.
Then they need to actually do the conversion.
Then sell the chemicals.
Let that sink in!
ps. it was only about a year ago that the same amount of feedstock (8 tonnes of SC) cost them about $3k...!
The shoe is on the other foot now!
AGY to be supplying into a red hot market.
If we can be producing 12ktpa by some time in 2024, lookout above!
DYOR
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