"Almost 0, Other than the Asian market".
Posco JV - Proposed Conversion Plant in South Korea = Asian Market
I see almost 0 scope for a high carbon emitting, lithium producer in Australia to sell raw material into the EU or North American Markets, who by 2024-2025 will have established a large portion of local supply. This local supply will be supplemented with low CO2 overseas raw material.
I see no other option for Pilbara other than Asia in the Short and Medium terms.....
Extra Bad / Good news geopolitics 2021, page-113
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