Lithium spot $ 10,200 per tonGraham Harris said that the opex cost for NILI will be 30% better than LAC.
LAC opex cost is $ 6,000 per ton LCE, so it means we should be $ 4,200 per ton LCE.
With Lithium trading at $ 10,200 per ton, I believe that NILI will be the only one in the world making money.
These low prices are flushing all high cost miners and would be miners out.
For NILI that is great news as their project will STICK OUT when majors are looking at economics. With no one else around NILI will attract multiple offers.
Good Luck,