"I was wondering why there is not much discussion over the potential competition right across the border (Zinnwald Lithium) and if we should be worried at all as it seems that they are ramping up their project at a fast pace."
- In terms of competition over the Zinnwaldite ore, Zinnwald can only mine what they are permitted to mine. Most of the Zinnwaldite is on the Czech side of the border, which is owned by Geomet.
- In terms of competition for selling the end product, the lithium shortage is expected to be so extreme that anyone who can produce a battery grade product should have no trouble finding an off-take partner. So, I fully expect both Zinnwald and EMH to do very well.
EMH Peers and Direct Competitors, page-6
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