not to mention the ESG that comes with buying from PLS which only has CO2 problems that needs to be fixed before 2027 I am guessing (the battery passport for EU supply chain)
Solar Power energy would reduce most Plant Co2 Emissions and will charge EV Vehicles, the trucks used in mining and transportation should also be Electrified by then that leaves the shipping with CO2 emissions.
Brines would also have ESG issue especially Water issues especially when production in ramped up as we see unfolding in the Atacama.
If conversion of spods to intermediary product as @rainbowdaisy and AVZ proposal comes into play in 2025-2026 and beyond that would also help PLS to greatly reduce their CO2 emission by cutting down transportation intensity compared to the transportation of spods.
All speculation but right now before all of that CO2 emissions and stuff kicks in 2021 to 2024 will be interesting for the Lithium supply chain. very very tight supply and very great demand. With subsidies and all the movement pushing for renewable energy the momentum of the change has just started.
I believe all producers of raw materials will be in good positions. Converters would be a plenty as we can see happening now. Raw Materials coming online would take a while. So let's hold on tight for the market to work it's magic. PLS have Box Seat for this upswing I reckon
DYOR, GLTAH, AIMO
PLS Price at posting:
$1.18 Sentiment: Buy Disclosure: Held
(20min delay)