Ps. a quick back-of-the-envelope: Mt Cattlin at say 200ktpa spod...

  1. 14,761 Posts.
    lightbulb Created with Sketch. 9032
    Ps. a quick back-of-the-envelope:

    Mt Cattlin at say 200ktpa spod = about 25ktpa LCE
    Profit on that much spod is currently about $200M.
    Making 25kt of carbonate from brine would need about $8k/t margin to “compete” with the above, in terms of profits to the “miner”. Roughly. Of course there are some differences in the investment required and a slightly different cost per LCE also...
    There are some serious margins in brine-based chemicals at these higher product prices if one can get the processing sorted! That is the challenge... it is indeed specialty chemical processing, a far cry from a spod conc operation!

    Just some food for thought.
 
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

Currently unlisted public company.

arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.