Hopefully this copy is transferred.
Hi Scarpa ,
looking at Albermarle and Tianqi Lithium Quarterly report compared to Ganfeng.
Profits for the first 2 slightly down but Ganfeng was much much higher.
First 2 use Greenbushes higher quality spodumene.
Question is , how much price manipulation is occurring linking sub par SC6 to industrial grade to lithium carbonate .?
Also why the need for downstream processors having to blend higher quality spodumene such as Greenbushes to achieve an appropriate utilization rate /output to make a profit.
Battery orders sky high but bottleneck supposedly in the converters .
How much is attributed to poor quality spodumene causing the bottleneck?
ALL IMO