Good old fireside chat, page-10382

From AGY's PEA, only evaperation pond itself costs $40m, the cost for producing lithium is around $4600/per ton, while with Lilac technology, LKE cost per ton is around $2600.

If the new tech succeed, brine with new tch would be the main producer. Hard rock and brine with pond will be very hard to survive. 

Coz the low ppm entry, there will be thousands of lithium available, lithium price might drop to 10, 000 or even 8000 per ton. If lithium price droped to 8000, for some brine company as AGY with very low profit margin, is obviously difficult to survive.