Lithium Refining Cost Service

Cost Service

Lithium Refining Cost Service

Lithium is used in a wide variety of end-use applications ranging from ceramics and glass to industrial greases, although it is the use of lithium compounds in lithium-ion battery technologies which has set the market on an unprecedented growth trajectory. Use the lithium refining cost service to compare lithium refinery production costs across the industry. The cost service allows you to see changes in lithium carbonate and lithium hydroxide costs over time and understand the forces underpinning the cost of production, all normalised to a variety of industry metrics and updated on a quarterly basis.

Designed To:

  • Compare the cost of refined lithium production from multiple assets and compare their performances on the industry cost curve.
  • Provide a cost breakdown of lithium carbonate and lithium hydroxide production from spodumene refineries, lithium brine producers, mineral clay projects, etc.
  • Granular operating cost information for all assets on fuel, electricity, labour, and reagents.
  • Model flex ability allows a user to alter the macroeconomic assumptions underlying the industry and run various scenarios to model their impact on asset costs and revenues over the next decade.
  • Compare capital costs and capital intensities across lithium refinery projects.
  • Cash flow analysis on lithium operations and projects.
  • Model flex ability allows a user to alter the macroeconomic and lithium pricing assumptions underlying the industry and run various scenarios to model their impact on asset costs and revenues over the next decade.
  • Help understand future price directions as production costs impact supply.
  • Provide independent industry cost analysis.

Includes:

  • Over 120 fully costed lithium refineries and projects with cash flow analysis out to 2040.
  • Operating cost curves for lithium carbonate and lithium hydroxide – broken out by cost category and feedstock type.
  • Project Blue's quarterly lithium price forecast.
  • Model flex tool, allowing for a discounted cash flow analysis of all lithium refineries and projects.

Cost Breakdown:

+ Feedstock cost

+ Fuel CostCoal fuelNG fuelBiomass fuel

+ Electricity

+ Reagent costsSulphuric acidSodium carbonateSodium hydroxideCalcium carbonateOther

+ Labour costs

+ Other direct costsSteamWaterMaintenanceG&A

+ RoyaltiesSteamWaterMaintenanceG&A

- By-Product credits Total Cash Costs (FOB)

+ Realisation cost Total Cash Cost (CIF)

+ Corporate overheads

+ Reclamation & remediation

+ Exploration

+ Sustaining capital cost All-In Sustaining Cost (CIF)

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