RE:RE:researchI think she updated the $13,500 to $17,500 for her calculations. She added 1 year to the company timeline, raised the discount rate and increased the cost estimates, all pretty reasonable assumptions.
One interesting thing is the $17500 number, it shows how far from the spot price the long term contract price is (or what she thinks it will be).
As they will have nothing to sell until 2026 at least, pricing is anyone's guess, but there will be supply coming on in the interim.