Again it has to be a really compelling offer. Just a reminder this is shaping to be one of the largest deposits in the world in the best mining country and with a location adjacent to major infrastructure and port facilities.
The decarbonisation revolution is still on the early days. EV’s are a part of the story but grid storage also requires massive lithium inputs.
Where is the Lithium going to come from:
Europe and the EU basically has squat plus a massive nimby issue.
Africa political, corruption issues
South Americas nationalisation issues.
Canada nimby, climate and environmental issues
China low grade and political risk
WA Greenbushes yes
WA goldfields some supply yes
WA Pilbara will have the scale to be the world Lithium hub
I don’t believe we should be selling, local change of control maybe.
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