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re: Diving deeper on Standard Lithium?
Posted on 9/8/26 at 8:00 am to CarbonAce
Posted on 9/8/26 at 8:00 am to CarbonAce
Pretty good numbers here.
Scope is ~3x SWA project scope.
Capital cost is only ~2x the SWA project scope.
Operating cost per ton is about 20% less than the SWA project.
NPV of $5B compared to SWA NPV of $1.7B.
Scope is ~3x SWA project scope.
Capital cost is only ~2x the SWA project scope.
Operating cost per ton is about 20% less than the SWA project.
NPV of $5B compared to SWA NPV of $1.7B.
2
Posted on 9/8/26 at 9:32 am to Fe_Mike
Long term I guess it comes down to the Moat that lithium will have over other battery types.
Posted on 9/8/26 at 11:59 am to Fe_Mike
Market seems to not give a shite about anything other than lithium prices.
Posted on 9/8/26 at 3:05 pm to Neauxla_Tiger
quote:
Market seems to not give a shite about anything other than lithium prices.
Yup. Hopefully FID gets us back to the $4ish range. Commercial proof of concept (which is still years away) should bring the value of the Texas project closer to real.
The combined value of both projects should have the company trading around $15 and floating with lithium prices. I think the closer we get to 2030, the closer we get to that number.
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