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How much do you think it costs to produce carbonate from...

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    How much do you think it costs to produce carbonate from spodumene?
    I thought I put up a very fair chart that shows comparative costs of production that takes into account very relevant factors like royalties and taxation. You can clearly see what those additional factors have done for the costs of Chilean brine producers.
    I could have chosen any number of similar charts that would accentuate the cost advantage brine has over carbonate when you don't include royalties etc.
    That chart demonstrates that Orocobre still produces carbonate at a lower cost than any of the vertically integrated spodumene sourced producers.
    It also shows how costly it is for non integrated converters that have to source spodumene concentrate at US$600pt.
    It may even give you some insight into why purchasing an equity position in an existing non integrated Chinese converter will not be nearly as expensive as building a new facility in Australia.

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