So Mexico nationalises its nascent lithium industry with a focus on Sonora. That sounds like the end of Bacanora but unlikely that the market sees any iminent increase in supply.
Perhaps just a reminder that sovereign risk never goes away in some parts of the world
https://dialogochino.net/en/uncategorised/58718-mexico-lithium-bacanora-sonora-a-mirage-in-the-desert/
https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/22-6b-mexican-lithium-mine-bogs-down-in-drug-cartel-tech-risks-66512627
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