Europe currently get their LiOH from China mainly via Ganfeng.
I haven't seen any comparisons on cost re spondumene from OZ to China for conversion and then on to Europe in comparison to Geothermal Li in Germany.
How could there be, we need the DFS to make informed projections.
We do know buying local Li will have financial benefits over imported Li and customers want a low carbon footprint and will receive carbon credits and that any extra Energy can be sold to the grid.
Short Seller Report, page-417
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