Couple of points. Im think that some of the Lithium producers got their permits from the days of the dictatorship. Any deal done by the dictator is definitely worth a review by a democratic government. Boric received more votes than any previous presidential candidate so he has a mandate. Its interesting that he wants to run a state owned enterprise rather than nationalise any thing. I think that private companies are more efficient than public ones up to the point that the owners are the managers. Once management becomes divorced from ownership I cant see the difference.
The lithium is owned by the people of Chile, companies are just granted leases to find and extract it. Hopefully we can get past the days where companies can extract resources grease a few palms and disappear with a countries wealth.
Us lithium investors are going to have to adjust to the idea that these countries are going to was a cut of the lithium boom.
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