but you need hydroxide for turnery batteries like NCM 811, so I'm confused why your saying long term HR will suffer from the rise of DLE. unless your basing that on LFP taking majority market share from turnery batteries? or are you saying that there it will eventually be more cost effective to convert DLE Carbonate into hydroxide then to dig Spodumene and turn into hydroxide?
my knowledge of the chemistry/processing is limited though so welcome being corrected!
ASN General Discussion, page-12850
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