Hi goldfinger,
There seem to be quite a few Mobile phone producers moving into the EV business, which should take up the slack.
AP will be in Freo on the 15th RIU, That'd be a good time to have a chat about Mulgabbi, I think he'd love to be spending some time back in the Goldfields, close to home. In saying that, I believe setting up a drill campaign in Brazil simultaneously is a great approach as the Li market in all its volatility could pivot back to tight supply fast.
I like that we have more than one iron in the fire, similar to what BRB originally had Gold/Lithium to perfectly hedge one another.
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