Running discussion on SP, page-11848

I have no issue with PLS, its a good resource, well run. They have their lithium largely locked up with offtakes already. Yes I do realise the resource will grow, but not sufficiently to cover off the demand that is coming. Why you guys have a bug up on AVZ is beyond me, there will be a number of lithium mines in pipeline in the next few years, not just this one.

I really dont get this idea from some people on forums here that the lithium market will be satisfied by one provider. That is just complete nonsense. This is a step change, if not CATL, the supply will be constrained and we havent even touched the surface of the large transporters yet (buses, ships, trucks etc.) or further energy storage take up.