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re: Diving deeper on Standard Lithium?

Posted on 5/17/24 at 11:30 am to
Posted by ev247
Member since Nov 2022
327 posts
Posted on 5/17/24 at 11:30 am to
Speaking of royalties, the May hearing has been cancelled.
They're still negotiating a brine/infrastructure deal with Lanxess for 1A anyway, so it's not like the royalty is the only holdup.

Posted by ev247
Member since Nov 2022
327 posts
Posted on 5/17/24 at 12:30 pm to
I edited an Arkansas brine territories map to show how a 10% royalty would affect the operating costs of 1A and SWA, using their DFS and PFS. Notice just how much stronger SWA is than 1A. $15,000/ton seems to be the neighborhood where lithium spot prices have been for the past several months.

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