IMO what is happening is a lot of Li Chemical suppliers are swapping to making Lithium Hydroxide for the higher capacity batteries (see Genfang deal wIth Tesla, new BYD longer range cars being released), this is takIng tIme but they are ramping up fast. From what I understand it's cheaper to convert Lithium Hardrock Spod direct to Lithium Hydroxide than Lithium Brine to LithIum Carbonate to Lithium Hydroxide. LIthIum HydroxIde is used in the hIgher capacity NCA (PanasonIc/Tesla) and NMC batterIes (many others growIng rapIdly) compared to the lower capacity LFP batteries. Thus the growth of Aus and Canada Hardrock Li Spod and Li DSO. Solid State batteries when they arrive appear to need even more Lithium. I hold a lot of Li Aus stocks at varIous stages of exploratIon to productIon and see a great opportunity with CXO, keen multiple offtake partners, close to port and a massive exploration upside. Well done to all holders. All IMO and DYOR, for me this is sit back and watch this company grow.
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