These two slides would be interesting for anyone following the opex of brine vs spodumene argument.
They are from a Nemaska lithium video posted on Investor intel. Nemaska is a spodumene mine project in canada that are also building a hydroxide conversion plant. (well they are attempting to) You can just as easily substitute PLS or any other spodumene miner (with reasonable OPEX per ton) into this chart with potentially an equivalent or similar final cost.
Basically a spodumene + conversion operation (electrolysis - used in other industries not lithium yet) could potentially be cheaper than brines to produce battery grade LIOH and maybe even LCO3 (99.95% - 99.99%).
Challenges the narrative around a very limited window for spodumene miners, as a successfully financed concentration operation could potentially fund a conversion plant and be set for long term competitiveness against brines, WITHOUT unwanted exposure to by-products like potash.
These two slides would be interesting for anyone following the...
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Last
$2.98 |
Change
-0.030(1.00%) |
Mkt cap ! $8.974B | |||
| Open | High | Low | Value | Volume |
| $3.00 | $3.11 | $2.97 | $82.16M | 27.12M |
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| No. | Vol. | Price($) |
|---|---|---|
| 12 | 65571 | $2.97 |
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| Price($) | Vol. | No. |
|---|---|---|
| $2.99 | 7500 | 1 |
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| Last trade - 16.10pm 08/11/2024 (20 minute delay) ? |
| PLS (ASX) Chart |