RE:RE:RE:RE:RE:RE:RE:RE:Looks like a feeding frenzyJMark80 wrote: Out of curiosity who hasn't been able to obtain, or upgrade to battery grade lithium?
Of producers?
Orocobre.
https://www.linkedin.com/pulse/orocobre-matters-update-joe-lowry/ Just 95.5% (definition of battery grade), purity is not enough for battery makers.
They have their raw material specifications and are willing to pay the price.
Long term contracts, even today, at about $10-12/kg.
ORE gets $5-6/kg
Refining is tedious and costly and there's insufficient capacity for future needs.
Currently little investment in high quality product, supply chain is likely to fail EV OEM's
Lowry, Klein, Fuelling, as mentioned before.
Have fun.