Neo Lithium Corp NTTHF

Excellent Lithium Article !

[tiger6301]

Good article, in my opinion.

tiger

https://www.benchmarkminerals.com/lithiums-price-paradox/

[NeverStopAsking]

This is, indeed, a very good article. 

[supersceptic]

It is a good article. I suspect we are gong to see Li price going down or stagnating  for about a year. Should not affect NLC development plan, we need EIC, Pilot plant results, resource/reserve update and FS but we have time and $ for it. We, probably won't see gradual recovery.  I think the way it is going now, it will be a panic surge. One day SQM and Albemarle will say NO to new

[RuudinFrance]

Thanks tiger,for another good one. I sense some exasperation with the author :-), which nicely translates into a more agressive stance. This is good. All that capacity of new battery factories requires much feedstock. The one that has our interest is Li, but Ni, Co and C are equally important. It's good to deduct (I do) that the demand for Li at least, cannot be fullfilled by 2023. It's

[LithiumNPV]

I thought the article was really negative against brine carbonate so that doesn't bode well for NLC. The additional cost is $2000/tonne to convert to hydroxide from carbonate so the cost is $5000/tonne as expensive as spodumene miners. 

[NeverStopAsking]

Where do you have the number from for the additional cost to convert from carbonate to hydroxide? Do you maybe have a link?  Thanks :) 

[Tomonomics]

interesting cost and margin info LI carbonate LI Hydroxide  https://pages.marketintelligence.spglobal.com/lithium-sector-outlook-costs-and-margins-confirmation-CD.html shows why NLC stresses comparative advantage from low impurities.

[RuudinFrance]

Please tell me that this really is the lot of nonsense that I think it is. Am I reading that they compare Brine LCE to spodumene concentrate? Sure hard rockers can produce spodumene concentrate cheaper than Brine operations can produce LCE. So what, has conversion of spod. concentrate suddenly become free of charge? Isn't the first graph really worrying?  Until you read the second note

[LithiumNPV]

That's misinformation on your part. The article shows hard rock is way cheaper. The problem with brine is the additional expense of $2000/tonne converting carbonate to hydroxide. Not to mention brine is a slow process.

[LithiumNPV]

This says it all this is outweighed by the value addition to the product, which will increase from US$4,587/t LCE for spodumene concentrate to US$17,274/t LCE for lithium hydroxide. The significant addition to the price over the additional cost is what will lead to a higher margin for hydroxide over concentrate at Greenbushes.  Isn't it amazing the entire brine industry just can't

[NeverStopAsking]

In general, I think there are enough smart people in every company, also in the battery factories. I do not believe that they will run into major problems. There is probably more going on in the background then we (the public) know or are aware of.  The only thinkg what I think could happen, which could lead to panic in the entire supply chain, is in my opinion, that the EV revolution will

[supersceptic]

NeverStopAsking That is true there is enough smart people, but smart is not enough. Recent banking cirsis was organized and missed by so many smart people that could make entire city of smart people. Smart not always listen for so many reasons....I believe battery companies may run into the problems with open eyes. I agree, the biggest chance of panic is sudden demand surge, not loss of supply