The million dollar question. I estimate the Pilbara producers around $1000 Aus per ton because their mining costs and transport costs are less than half that of A40. Their power costs may be double on account of all the energy required to comminute their ores. Their labour costs may be about 20 percent higher on account of having fines plants. Greenbushes trump everybody because of economy of scale and feed grades of over 2% Li20. I estimate $800 Aus per ton but happy to be corrected
A40 Price at posting:
20.5¢ Sentiment: Sell Disclosure: Held