图表内容
图24:远期产能规划:盐湖提锂产能合计规划11.3万吨
Asset
Location
Production
Production?
Operating
Development
NPV2
capacity conc.
Capacity LCE
cost USS/t
Capex
(pre-tax)
('ooo)t
conc.
USSM
USSB
Quebec
James Bay
2.9
Western
Mt Cattlin
1.0
Total Hard Rock
3.9
Production
Operating
Development
NPVS
Capacity LCE
cost USS/t
Capex
(pre-tax)
LCE
USSM
USSB
Sal de Vida
4
003
1
031
5.5
Argentina
Olaroz
42.5
4
149
7.0
Argentina
Cauchari
Jujuy
4
081
2.5
Argentina
Total Brine
4
075
1
690
Total Allkem (LCE basis)3
2
152
18.9
资料来源:Arcadium公告,
民生证券研究院,注:按100%权益