Orocobre Limited – Chinese Conversion Market Analysis

Following on from the recent Macquarie Conference Presentations, Orocobre Limited has compiled more in-depth analysis of the Lithium Supply Market (specifically the Chinese Conversion Market):
0:08 Oncoming Supply Relies Increasingly on Hard Rock & Conversions Market
0:53 Claimed Capacity vs. Actual Production
2:29 China’s Conversion Industry - Limited Technological Innovation
4:02 Old Technology & Varied Feedstock Limits Productivity
5:08 Less Than 30% of Planned Conversion Capacity Additions Completed Over Last Five Years
5:36 Market Underestimated Challenges of Constructing / Commissioning Plants with New Feed
6:42 Experience in Conversion Market is Important, has become Highly Concentrated
7:16 Conversion Plant Expansions Take Longer than Market Believes (Evidence Suggests 4-5yrs)
7:50 Claimed Nameplate Capacity & Expansions Need to be De-Risked
8:40 De-Risked View of ~300 ktpa LCE Conversion Capacity Expansions by 2020
9:32 Summary / Conclusions

To download the full Macquarie Conference PDF Presentation visit: https://www.orocobre.com/investor-centre/presentations/

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