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As per Rodney hooper's analysis regarding spot spod prices against hydroxide chemical price for chemical converters to earn in a 15% operating margin.
Following the trend above we can see at.
$20k hydroxide price = $1450 spod spot price
$22k = $1650 spod spot price
$24k =$1850 spod spot price
$26k =$2050 spod spot price
$26k US hydroxide price was around the ath of the last lithium bull cycle.
Ive previously posted this slide before mentioning the addressable margin that can be captured on the spot market.. sticking to this trend with new chemical conversion plants margins getting squeezed just to stay afloat, we could see spot prices up to $2k per ton this bull cycle aswell as lithium hydroxide prices exceeding previous all time highs.
Gltah cheers![]()
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