CATL are focusing on green lithium (I take that with a grain of salt excuse the pun) but they are making headway is recycling and are focusing on greener, less carbon intensive supplies and definitely lithium carbonate is their preferred chemistry. AGY will be a clear winner as a low cost - low carbon producer of BG lithium carbonate. Noted too is the mention of Amperex (ATL) who is 'partnered' with AGY.
Li-related News/Articles/Reports, page-8457
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