Yep. Let's get down to tin taks. If Chinese entities say they are only willing to pay "x" for Lithium spod or hydroxide or carbonate, whatever, (and its below market price) they are playing a high risk losing hand. They will be outbid by the previously (asleep at the wheel) unloved parts of the market, who are increasingly desperate to sure-up supply chains. I suspect in the short term, those elements would be williing to 'pay overs' to create links in new supply chains that do not currently exist. Bring it on.
When do our off take contracts expire ?
Chinese Government Regulator to Guide Prices of Key Commodities, such as Lithium, page-17
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