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The evolution of China’s lepidolite industry

Posted on - 12 Jun 2024

Category - News & Views

We recently had the opportunity to grill some of our contacts who’d been to view lepidolite mines and spodumene conversion operations in China. And it was a chastening conversation. There’s no doubting that we’ve seen a substantial evolution of China’s lepidolite industry over the past three years. When China first started pushing capital into its lepidolite mines to offset the huge spike in lithium prices, most Western commentators (us included) were pretty disparaging about the cost of operation. But over the past three years we’ve seen China’s lepidolite industry evolve substantially and now we believe that there are three main...

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by-products Costs Gen#1 Gen#2 Gen#3 Lepidolite Marginal Cost Waste