Lithium production round-up: Focus shifting to costs
The end of October is the time when Australian lithium miners report their CQ3 production results (most other companies are a bit later) and there are some quite interesting takeaways from those results we have seen so far. As one would certainly expect with lithium prices at the level they’ve been at, costs are very much in focus, more so perhaps than near-term production. And that’s not a surprise; a number of producers are cash flow negative at current prices, including Pilbara Minerals and Sayona Mining. And that’s even with PLS high-grading its orebody (mined grades of 1.5% Li2O vs...
Topics
Costs
Ganfeng Lithium
IGO
Liontown
Lithium
Mineral Resources
Pilbara Minerals
Quarterly reporting
Sayona Moning
Tianqi Lithium
