Lithium Extractive Cost Service
Cost Service
Lithium Extractive 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 extractive cost service to compare lithium asset production costs across the industry. The cost service allows you to see changes in lithium 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 asset-level production costs on the extractive cost curve
- Provide a breakdown of mining, processing, and refining cost data on an asset-by-asset basis
- 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 total capital costs and capital intensities across lithium projects
- Cash flow analysis on lithium operations and projects
- Compare reserve and resource qualities and volumes for operating assets and future projects
- Help understand future price directions as production costs impact supply
- Provide independent industry cost analysis
Includes:
- Over 100 fully costed lithium operations and projects with reserve and resource data
- Operating cost curves, 2015-2033 – broken down by cost category and deposit type
- Reserve and resource comparison tool, examining grade, volume, and contained LCE
- Capital intensity cost curves – broken down by deposit type
- Project Blue’s quarterly lithium price forecast
- Model flex tool, allowing for a discounted cash flow analysis of all lithium producers and projects
Cost Breakdown:
Mineral Assets
+ Mining cost+ Concentrator cost+ Mine Site G&A- By-Product credits
Mine site Cash Operating Costs (COC)+ Mine site royalties/production taxes
Mine site production costs (FOB)+ Realisation cost
Mine site production costs (CIF) / Total Cash Costs (TCC CIF)+ Reclamation & Remediation cost+ Exploration cost+ Sustaining capital cost
Mine site All-In Sustaining Cost (CIF)+ Refining cost
Mine to refining All-In Sustaining Cost (FOB)Note: This is included in Cash Operating Costs (COC) in asset analysis
Brine Assets
+ Extraction cost+ Processing cost+ Refining cost+ G&A- By-Product credits
Cash Operating Costs (COC)+ Royalties/production taxes
Production costs (FOB)+ Realisation cost
Production costs (CIF) / Total Cash Costs (TCC CIF)+ Reclamation & Remediation cost+ Exploration cost+ Sustaining capital cost
All-In Sustaining Cost (CIF)
Mineral - Other Assets:
+ Mining cost+ Refining cost+ G&A- By-Product credits
Cash Operating Costs (COC)+ Royalties/production taxes
Production costs (FOB)+ Realisation cost
Production costs (CIF) / Total Cash Costs (TCC CIF)+ Reclamation & Remediation cost+ Exploration cost+ Sustaining capital cost
All-In Sustaining Cost (CIF)