AVZ 0.00% 78.0¢ avz minerals limited

Running discussion on SP, page-35097

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    Contemporary Amperex Technology, or CATL, a battery manufacturer from China, has decided to invest $5.1 billion to build a manufacturing plant for electric vehicle batteries in Indonesia, the country's top investment official said on Monday.
    So where is CATL going to get its lithium hydroxide from ?

    GEA ..... Major future supplier IMO if they get a long term supply of lithium sulphate and get a financial backer from OZ land.
    Not Chinese owned and independent EU based.

    https://www.gea.com/en/binaries/lithium-battery-material-drying-spray-gea_tcm11-34880.pdf

    Beginning with the initial concentration of lithium chloride or lithium sulfate from the raw material (brine or spodumene), GEA delivers the technology that brings upstream processes to completion. The product produced, battery-grade lithium carbonate or lithium hydroxide, can then move on to midstream production.
    So how many other spodumene mines are planning to supply lithium sulphate ?
    AVZ Minerals eventually will supply over 60% of annual production towards lithium sulphate production.
    End game IMO will be to become a major supplier of lithium sulphate rather than spodumene supply hence achieving a two fold strategic improvement in operating margins.
    Reduce transport costs
    Monopoly in lithium sulphate pricing.

    https://www.gea.com/en/news/trade-p...logies-all-process-steps-lithium-recovery.jsp
    Yes, the European Battery Alliance will have a fully integrated supply chain if it can compete with Chinese lithium hydroxide producers.
    Question is will the likes of Ganfeng and new entrants such as Yibin allow its oligopoly position to be
    overtaken by European lithium hydroxide plants ??
    ALL IMO
 
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