Lithium Converters News/Research, page-4

Note Q4 2018 Pilbara & Altura pricing difference to established operators.
To fill in the blanks. GXY 2018 FOB realise selling price was Q2 US$975, Q3 US$893, Q4 US$927.
GXY very secretive about 2019 pricing to protect client confidentiality.
Post YOP April 2019 cash cost of production US$329dmt, with company advice that this improved again in May 2019.
Note grade irrelevancy between pricing received by competitors. GXY now lowest costs of production after Greenbushes whilst receiving higher spodumene pricing than peers.


Select translated comments from very recent Chinese speech:



Elsewhere in same speech discussion of costs of production and targeted operators.


DYOR - FOR ENTERTAINMENT PURPOSES