The last PFS update in 2022 had this sentance:
"Current market analysis supports the battery grade lithium hydroxide price of $17,000/tonne used in the updated economic model."
and then:
"A sensitivity analysis shows lithium pricing has the most impact on the project."
There is a projection of 30% lower LIOH prices ($11,900/t) would mean NPV of $855M, CAPEX and OPEX may get this down further 30%. So $600M worst case.
What would those numbers mean if they were in the latest DFS? How would this be accepted by investors? Are they delaying because the project is not feasible under $10,000/t?
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Not Gunna Be Enough Lithium, page-2356
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