..China is not waiting to see if they can continue to rely on Australian critical minerals such as lithium as a reliable source as geopolitics have taken an influential role in international trade.
..Will America buy our lithium when they have their own and plenty to source from Canada, S America and EV demand growth eases?
..You can't assume the future of Australian lithium looking from a rear view lens.
Mined lithium output from Africa is set to increase threefold in 2024 compared to last year. In 2023, the region accounted for just 4% of mined lithium globally. This year it is forecast to account for 10% of global supply according to
@benchmarkmin
https://x.com/Andr_rej/status/1780687953813200924
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