Lithium Related Media Articles, page-360

Hi @anatol
Do you have research on converters/refiners? Looks like China controls this aspect of the chain.
POSCO seems still small. Any prospect of unlocking this in other jurisdiction in big scale?
We hear of nemaska debacle and it doesn’t sound encouraging. We also hear Albemarle doing one in WA, but is that going to represent a comparatively significant volume vs actual demand.
If you look at the Ann of Lpd about loh-max, they claim to have cracked the backend recovery process for hydroxide, it’s gonna be tested this q4, claims to save as much as 1/4 of Capex and saves opex too. It can be ported to existing conventional process, and it seems the final recovery or conversion into hydroxide is a significant portion of the whole refinery package. Not x-promoting and still early in the game but the conversion costs without significant competition from China can continue to pose a challenge not just in cost of BG lithium but also the hydroxide volume growth to address the expected growth in demand
Rgds