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  1. 522 Posts.
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    I must question your assessment that the Lithium market will be saturated at least in the next 10 years
    Next decade ---who knows-- there could be completely different technology but at present
    The EV factories are built or being built, , Battery building factories are being developed new mines with processing plants are still at least 3 -5 years away and that is only after r3eceuiving mining approvals.
    Logistics problems (particularly in , South America--Argentina and Chile are enormous and approvals for new mining in the USA and EU take some time. due to permit requirements tightening .
    Two years ago there were no formal mandates for EV's by 2020, , New Green targets are accelerating thus-- Supply will probably not catch up with demand for years to come.
    Yes Boron is a great side product (substantial value) but I see Lithium being on a powerful run at least until a number of new moines come online and in the USA ---Domestic producers.
    Please DYOR & IMHO
 
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