Study Demonstrates Positive Economics for a
Second Plant Supplied with Spodumene Concentrate from Existing
Partnerships
Piedmont Lithium Inc. (“Piedmont” or the “Company”) is pleased
to report the results of a Preliminary Economic Assessment (“PEA”)
for a proposed merchant lithium hydroxide plant (“LHP-2”) to expand
Piedmont’s planned U.S. manufacturing capacity to 60,000 metric
tons per year of lithium hydroxide. The PEA results for LHP-2
demonstrate the potential for Piedmont Lithium to expand its
lithium hydroxide manufacturing business using spodumene
concentrate secured under existing supply agreements with Sayona
Mining (ASX: SYA) and Atlantic Lithium (AIM: ALL) as well as other
sources. The PEA assumes that Piedmont Lithium’s LHP-2 is located
on one of several sites under consideration that share similar
physical and operating characteristics with respect to capital
costs, acreage, infrastructure, rail access, proximity to
transportation routes, potential customers, and available
workforce.
The PEA assumes a 30-year life of operations with production of
30,000 metric tons per year of battery grade lithium hydroxide.
Projected capital costs are $572 million, with steady-state, all-in
sustaining lithium hydroxide production costs estimated to be
approximately $10,630 per metric ton (“t”). The PEA assumes fixed
pricing of $22,000/t for lithium hydroxide and $1,200/t for
spodumene concentrate. Based on these assumptions, the PEA for
LHP-2 resulted in a projected average steady-state EBITDA of $346
million per year, an estimated net present value of approximately
$2.25 billion, and an internal rate of return of 33%.
“2021 was a transformative year for electrification in the
United States,” said Piedmont President and CEO Keith Phillips.
“Current and forecasted battery manufacturing capacity now exceeds
500 gigawatt-hours (“GWh”) with public announcements of over $25
billion in capital investments to occur by 2025. The potential
lithium volume these battery plants will require reinforces the
importance of developing a domestic lithium supply chain and
solidifies our decision to aggressively evaluate and pursue
expansion opportunities for a second lithium hydroxide plant. The
planned 2023 restart of North American Lithium in conjunction with
our partner, Sayona Mining, and potential for spodumene production
at Ewoyaa in partnership with Atlantic Lithium as early as 2024
ensures that our LHP-2 operations will have dedicated material
supply from day one. With prevailing spot lithium prices at
approximately triple the fixed pricing assumptions used in the PEA,
Piedmont has substantial leverage relative to higher lithium prices
across our entire portfolio of projects,” commented Phillips.
LHP-2 development remains subject to, among other things, a
final site selection and financing. Piedmont plans to advance
Carolina Lithium, LHP-2, Ewoyaa, and NAL restart on the earliest
practical timelines, subject to permitting and regulatory approvals
for each project.
The full announcement of the Preliminary Economic Assessment
results can be found on the Company’s website at:
https://piedmontlithium.com/piedmont-completes-preliminary-economic-assessment-for-second-u-s-lithium-hydroxide-plant/.
About Piedmont Lithium Piedmont Lithium is developing a
world-class, multi-asset, integrated lithium business focused on
enabling the transition to a net zero world and the creation of a
clean energy economy in North America. The centerpiece of our
operations, located in the renowned Carolina Tin Spodumene Belt of
North Carolina, when combined with equally strategic and in demand
mineral resources, and production assets in Quebec, and Ghana,
positions us to be one of the largest, lowest cost, most
sustainable producers of battery-grade lithium hydroxide in the
world. We will also be strategically located to best serve the
fast-growing North American electric vehicle supply chain. The
unique geology, geography and proximity of our resources,
production operations and customer base, will allow us to deliver
valuable continuity of supply of a high-quality, sustainably
produced lithium hydroxide from spodumene concentrate, preferred by
most EV manufacturers. Our planned diversified operations should
enable us to play a pivotal role in supporting America’s move
toward decarbonization and the electrification of transportation
and energy storage. As a member of organizations like the
International Responsible Mining Association, and the Zero
Emissions Transportation Association, we are committed to
protecting and preserving our planet for future generations, and to
making economic and social contributions to the communities we
serve. For more information, see www.piedmontlithium.com.
Forward Looking Statements
This press release contains forward-looking statements within
the meaning of or as described in securities legislation in the
United States and Australia, including statements regarding
exploration, development, and construction activities of Sayona and
Piedmont; current plans for Piedmont’s mineral and chemical
processing projects; strategy; and strategy. Such forward-looking
statements involve substantial and known and unknown risks,
uncertainties, and other risk factors, many of which are beyond our
control, and which may cause actual timing of events, results,
performance or achievements and other factors to be materially
different from the future timing of events, results, performance,
or achievements expressed or implied by the forward-looking
statements. Such risk factors include, among others: (i) that
Piedmont or Sayona will be unable to commercially extract mineral
deposits, (ii) that Piedmont’s or Sayona’s properties may not
contain expected reserves, (iii) risks and hazards inherent in the
mining business (including risks inherent in exploring, developing,
constructing and operating mining projects, environmental hazards,
industrial accidents, weather or geologically related conditions),
(iv) uncertainty about Piedmont’s ability to obtain required
capital to execute its business plan, (v) Piedmont’s ability to
hire and retain required personnel, (vi) changes in the market
prices of lithium and lithium products, (vii) changes in technology
or the development of substitute products, (viii) the uncertainties
inherent in exploratory, developmental and production activities,
including risks relating to permitting, zoning and regulatory
delays related to our projects as well as the projects of our
partners in Quebec and Ghana, (ix) uncertainties inherent in the
estimation of lithium resources, (x) risks related to competition,
(xi) risks related to the information, data and projections related
to Sayona Quebec and Atlantic Lithium, (xii) occurrences and
outcomes of claims, litigation and regulatory actions,
investigations and proceedings, (xiii) risks regarding our ability
to achieve profitability, enter into and deliver product under
supply agreements on favorable terms, our ability to obtain
sufficient financing to develop and construct our projects, our
ability to comply with governmental regulations and our ability to
obtain necessary permits, and (xiv) other uncertainties and risk
factors set out in filings made from time to time with the U.S.
Securities and Exchange Commission (“SEC”) and the Australian
Securities Exchange, including Piedmont’s most recent filings with
the SEC. The forward-looking statements, projections and estimates
are given only as of the date of this presentation and actual
events, results, performance, and achievements could vary
significantly from the forward-looking statements, projections and
estimates presented in this presentation. Readers are cautioned not
to put undue reliance on forward-looking statements. Piedmont
disclaims any intent or obligation to update publicly such
forward-looking statements, projections, and estimates, whether as
a result of new information, future events or otherwise.
Additionally, Piedmont, except as required by applicable law,
undertakes no obligation to comment on analyses, expectations or
statements made by third parties in respect of Piedmont, its
financial or operating results or its securities.
View source
version on businesswire.com: https://www.businesswire.com/news/home/20220309005300/en/
Keith Phillips President & CEO T: +1 973 809 0505 E:
kphillips@piedmontlithium.com
Brian Risinger VP – Investor Relations and Corporate
Communications T: +1 704 910 9688 E:
brisinger@piedmontlithium.com
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