Not sure on LIT as I don't follow. PLS seems the only resource not spoken for.
New spodumene coming in North America and one in Africa. However, could be different issues to overcome in both.
That's about it.
I think some on PLS don't realize that China take about all the Spodumene at the moment
BYD get there's from Tibet and local converters as far as I know.
Optimum Nano claim to be the biggest battery manufacturer in China.
One of the PLS MOU's in China has gone broke.
Will be a very interesting year.
