China keeps its AAM prices low to ensure they dominate the battery materials market.
Yes they can produce cheap natural AAM, as they have a long standing graphite mining and battery material industry eg CATL.
With the projected price increase of AAM, as demand increases with the literal 100's of giga factories being set up world wide the price for AAM will rise.
Also note that this chinese natural AAM production is all powered by fossil fuels...
Talga reduces sovereign risk being based in europe, has the lowest carbon footprint in the world for AAM it will attract a higher price than other natural producers.
The great GREEN mining future - Sweden, page-38
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