General Discussion, page-1600

Some interesting quotes from Paul Graves in that article;

The comment I make is, no customers come to me and say like we think we're going to win the EV race by buying lithium cheaper than anybody else. They will say we could absolutely fundamentally lose the EV race by not having access to lithium.

I think they are very nervous about how immature the lithium supply market is.

A lot of junior miners, a lot of people selling intermediate product, very few people capable of producing high quality material, particularly in hydroxide, maybe more so in lithium carbonate.

In that context, customers are really wanting long-term partnerships and truly partnerships with their suppliers. And they want flexibility. They want the ability to say, hey, look, I need more carbonate than hydroxide. I need somebody who can help me think about metal for the next generation of batteries.