suggest you listen to Mike Beck again,
4 fold increase over next 7 years and the most important aspect.
Cannot store Lithium concentrate for more than 9 months.
NO Stockpiling.
perfect business strategy by PLS and LG Chem to secure supply and sales by KB.
LG chem and CATL and cathode producers will be in massive short supply.
nothing wrong in keeping your options open and buy from several customers to secure supply.
The concern of us against them is not a reality in this market segment especially with the exponential growth expected.
China and India combined with EU uptake everything EV and battery storage will re rate many hard rock producers.
All Imo.
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