General Discussion Topics, page-134992

Your missing my point.

1) If we dont supply anymore NA has no spod suppliers until someone else starts production.
2) A 10% - 20% isnt a requirement just to secure a supply chain in say Canada ie local supply, to a local converter to make a local product. So from that standpoint the product will be cheaper from the get go being local rather than paying for it at spot and shipping etc once they take over ownership.
3) As Jytte post suggested via that video, the OEMs in the area need to stand up and secure a supply and support local before the local ceases to exist. ie if Tesla dont support SYA and PLLs JV then it will collapse or really struggle to operate economically. So it will either stun out ability to grow OR see us at C&M. That means that local Tesla is going to have to pay say Pilbara for a shipment from Australia and will likely face some of the shipping and insurance costs on top of paying spot on market (as an example).

So how exactly do they benefit by not stepping up and supporting the growth these early start producers need. Its half the reason for the last parabolic lithium price rise because we simply had supply bottle necks and demand went through the roof.

A price floor of $1,500 would be a good start as long as we dont have a set lock in and the ceiling is also reasonable. But again id suggest a better option would be a historic weighted average of price to help stabilise this new still immerging lithium market.