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clock Created with Sketch. 09/12/18
17:13
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Originally posted by DoctorFouad
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The problem is that their biggest cost is not mining+processing but rather transportation/logistics, it is the uncompressable/unshrinkable transportation costs of 125.7 US$ per tonne of graphite (Inclusive of trucking costs to the Port of Nacala (490km ), storage and containerizing charges, port and custom charges) (data from the now old may 2015 feasibility study, possible these costs are now higher due to inflation).125.7$ transportation ). IMO these costs are optimistic but time will tell.
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The feasibility was for 356 ktpa, 380 is the nameplate. I’m sure they’ll get it up to 500 ktpa at some stage if the demand is there which it should be when you have the steel and battery industries competing for quality products.
