other material
confidence high
sentiment positive
materiality 0.80
Tonopah Flats Lithium PFS delivers $2.57B NPV, 21.8% IRR; resources jump 53%
AMERICAN BATTERY TECHNOLOGY Co
- PFS metrics: 30,000 tpa LHM for 45-year life; after-tax NPV@8% $2.57B, IRR 21.8%, 7.5-yr payback.
- Measured & Indicated resources up 53% to 15.78M tonnes LHM equiv.; first reserves of 2.73M tonnes LHM proven & probable.
- Production cost reduced 9.2% to $4,307/tonne LHM; initial capex $2.0B; grade at refinery input 2,100 ppm Li.
- Project selected for FAST-41 fast-track permitting; $900M low-cost debt financing LOI from US EXIM Bank in April 2025.
- Next step: Definitive Feasibility Study ($5.8-6.8M) to advance commercialization; pilot plant commissioned in 2024.