Ann: Anson Confirms Site for Processing Plant at Green River, page-36

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MT10SP

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06/10/23

13:35

Post #: 70209249
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Originally posted by the technician: ↑

Well this is a doozy ...... Ummm .......

1) Economics are the same for all so if Exxon was to impact to that extent it would affect them the same way . So if this is there intent then there reasons would be other than to a supply chain participant ......... Read into that at your peril ??

2)I've seen Exxons quoted numbers and although on first glance look large long term they are merely a drop in the bucket AND they still need to achieve it , just talk atm so no I'm not concerned .

3)"Worst case scenario is actually the best case scenario" ...... WTF ....... yes well if oversupply drives lithium prices down it will have a 3 fold effect if sustained long enough :
A)it will stop Lepidolite refining completely and extensively retard HR mining as a whole which is a good thing .
B)It will encourage the further utilisation of Lithium based products ultimately more lithium batteries for more lithium products and ultimately greater reach .
C)it will stop or at least regress the RD into Sodium based alternatives also giving greater reach and exposure across the market .

4)im not concerned about what Exxon are doing my concerns are more where is the financing going to come from for required amount of mining and chemical processing.
DOE and DOD under the IRA have dished out not 1c in support , the Australian Governments have invested more far than the US has in this sector , so I would
be more concerned about that than Exxon .

Anyway DYOR Regards TT

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my belief is they have access to lithium rich brines in their existing producing wells ! Am I misunderstanding something ?

ASN Price at posting: 14.0¢ Sentiment: Buy Disclosure: Held
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Ann: Anson Confirms Site for Processing Plant at Green River, page-36

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Ann: Anson Confirms Site for Processing Plant at Green River, page-36

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