3 Comments

How much are these prices a function of China dominating metal refining for a large number of metals? I don’t think the west will ever catch up unless it starts developing new efficient refining facilities of its own. I predict Hydrometallurgy will be the new hot area.

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BNEF, COGS, LFP?

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Bloomberg New Energy Finance, Cost of goods sold (the direct cost involved in the production of goods), lithium ferrophosphate

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