Ann: Lepidico Update, page-47

very hard to put a positive spin on this, however the Chinese have disrupted the industry with new trade alliances , if the west continue with tariffs alone and no direct investment in the chain of supply then the Li industry will be the sole domain of Chinese supply and manufacturing, unlike the negative posters I dont see LPD entirely to blame they have a less contested resource target and a novel processing type that appears to offer enormous benefits . The biggest issues are Namibia and the UAE neither of which look particularly inviting in the current Geo Political and trade for the Li industry as a whole as its dominated by the Chinese , all the miners and hopefuls are struggling in the current climate for Li with the exception of the Chinese who are now investing where the west have not