@RPaulson Have you been keeping up with the facts. I used GXY...

@RPaulson

Have you been keeping up with the facts. I used GXY feasibility report to show that the potash credits being used at $400/t (200/t these days) were the only reason that Brine lithium was appearing cheaper than Spodumene.

Brine based lithium is at risk due to falling potash prices as the lithium production is only 6% to 15% (being generous) of the overall products produced from Brine. If the major product Potash (not sure why it is called lithium production when it is actually the product providing "credits" - like tantalum for hard rock) keeps falling in price it will reduce the likelihood of more Brine deposits being developed.

This will in effect mean that more of China's processing power focuses on hard rock as they seek security of supply.

Please note for the above graph you have not provided a cost for this. To upgrade to 99.9% is a massive additional cost above and beyond what is shown in the GXY Feasibility report.

Appreciate the comments - but please re-read my previous posts,
Super Ninja