Thanks
@MG77.
I'm in Melbourne. If you are here I'm happy to meet at any time.
There is more to come. I am working on a lots of things atm.
I will post the detailed info about the Chinese Gov. dept. China Geological Survey's "Deep" research about the Chinese lithium resources. It tells the whole story how much they are short for lithium, and how small and low quality is their own resources even at the exaggerated rate. You will see that the western companies are holding majority of lithium assets while China is holding the majority of its processing. So China knows it is in big danger. But they have no way to escape from the bitter end.
I will post very detailed information from IEA (International Energy Agency) which is the most credible research institution in the world, about the critical mineral analysis and forecast. They all show that the lithium demand in 2030 is exactly 4.4mt which is inline with my forecast. And I will post many other analysis of IEA with related graphs showing how China can't stop and manipulate lithium sector because it's going to be too big even for China. It all tells me that if they do that any longer that they will be in bigger trouble because they caused all investments stopped atm. That's the biggest mistake which China did so far.
I will post a lot of detailed information how big LG Energy Solutions is, which is our strategic partner, and why LG is the technology leader in battery business. LG produces Li-Ion batteries since 1995. When CATL was even not in business LG started its BESS battery business (BYD also started in 1995 but only produced mobile device batteries), and mass production of BESS systems in 2014. You can also go to LGES's YouTube channel and start watching their videos. I will give details of LGES's battery gigafactories around the world. They are many and huge.
I will post some detailed info that; it is highly probable that LG will (has to) make a JV for lithium sulphate refinery at KV site, and then transport it to different gigafactory locations for converting to lithium carbonate and/or lithium hydroxide. I will explain its technical details and advantages for LTR and LGES. That is a must for LG for competing CATL and BYD and to supply batteries to its customers at competitive rates. LGES is going to be the backbone of western battery supply chain.
And some other things as well. There a lot of info to be analysed and be posted.
Back to work.
Cheers
(20min delay)