supply demand we all get that. the issues here is economics. you cant get favorable economics without scale. ricon lithium (not agy) that ownz 99% of the halitic core is a mutlibillion dollar private company. they were not interested in the mudflats that agy occupies.
have your seen ricon's grade? low magnesium high li carbonate. agy on the lesser part of the salar. not sure if pablo gandalf will be able to fix that.
next producer. yes. but at what cost? how can you truly scale having access to only the mudflats?
AGY unscalable?, page-66
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