The slide below appeared in a Nickel explorer that is relooking at the lithium potential (and is at rock chips with a drilling commencing - i.e. early stage). Their observation as that the DSO window may be short lived and is their opinion created by the situation of available Chinese capacity. I suspect the Chinese will find a way to have capacity if there's a good margin to be made so while Spod remains super high, DSO works.
Interestingly they also appear to be a neighbour of some ESS tenements.
They are sufficiently close to Essential that Essential is appearing on their maps (obviously along with Bald Hill)
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