The video below helps paint the macro picture and where the US currently stands with regards to battery tech raw materials… they and the rest of the world are pretty much reliant on China for processing/refining and slightly less so when it comes to cathode & battery cell manufacturing (Japan, Korea quite active in this part of the supply chain).
It is basically a global arms race to secure a decent strategic position in the future supply chain.
Australia needs to wake up and build hydroxide plants ASAP. It makes a lot more sense to be selling the final product to end users rather than shipping a concentrate to chinese processors and gifting them the largest % of the profit.
Fortunately, AGY doesn't have that problem > end product being produced and shipped is Li2Co3 straight to cathode manufacturers.
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(20min delay)