The evolution of China’s lepidolite industry
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...
Topics
by-products
Costs
Gen#1
Gen#2
Gen#3
Lepidolite
Marginal Cost
Waste
