Running discussion on SP, page-31167

AVZ need 900 million to develop and the price to be consistently $650 to make a return on investment. Only there are no signs of that price at all - and with dozens developments around the globe just itching to go - how would it possibly get there, maintain it AND make EVs affordable enough?
Your statement above is flawed.
AVZ is profitable at below $500 per ton.
Does not need $900 million upfront, heard of scaled production.
BUT AVZ can offer long term contracts for consistent/high quality product at a competitive price to Greenbushes.
You have not taken into consideration the tin credits and lithium sulfate production that would reduce transport costs over 100%.
But more importantly, What has SIGNIFICANTLY changed in Europe and USA ??
The importance of not relying solely on China for battery / lithium hydroxide production supply.
COVID certainly shifted the goal posts.
Explains Germany's focus on the DRC now.
ALL IMO