Скачать или смотреть Lithium Cost Curves & Voodoo Economics - Rodney Hooper

What price must lithium hydroxide and carbonate trade at to incentivize $30-40B in Capex needed by 2030 to ensure Tesla and other electric vehicle manufacturers have enough supply? Rodney Hooper examines this question in his detailed presentation at the recent Fastmarkets Lithium Supply & Markets conference which examines the actual cost of production of various assets and locations throughout the globe. Traditional auto companies tend to seek price discounts for volume purchase in raw material inputs like steel, rubber, aluminum and other commodities, but such "voodoo economic" procurement strategies won't work for specialty chemicals like lithium hydroxide. "Incentive price" economics must take root.

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