The lower the lithium price, the sooner non profitable mines will go offline, leaving mines in profitable jurisdictions eg brazil. This will increase supply demands on brazil mines eg sigma, atlas, lrs (if the latter 2 reach production). And if they need more spod, where will they get it? From pec 0.5km down the road
Ann: Acquisition of Brazil Spodumene Project with up to 5% Li2O, page-13
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