Again I agree although yesterday I believe LKE laid the first...

  1. 9,800 Posts.
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    Again I agree although yesterday I believe LKE laid the first brick in that scenario allowing C1 costs to reach $7k USD , this imho is the eluate to US scenario and $4.5k USD is the all in Argentina scenario . $7k USD is still a lot lower than the "SC6 + converter" scenario and I think this is the main reason why DLE is being targeted in a negative way IMHO . Take a look at PLLs proposed production costs in their DFS proposal and this is using a brand new state of the art plant not some Chinese Lepidolite abortion . Numbers are telling @mbc . I must say I do prefer the calibre of discussion on the @THE Froggy Channel . Better than the ASN main thread .
    Warmest Regards TT
 
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