Post by
lscfa on Jan 03, 2023 7:48pm
Jan 3 webinar
Any highlights? Where can one watch a replay?
Comment by
lscfa on Jan 08, 2023 6:33pm
I believe what was said is that competitors making silicon anodes are paying $80-$100 per kilo to buy silicon as an input cost. NBM can buy silicon from the silicon recycler for as little as $15/kilo. That would mean that NBM's silicon input costs will be cheaper by about 80% and not the 40% quoted in the NR.