POSCO has own brine mine in Argentina and PLS supply on hard rock side. LGES with Liontown and other few more mines, not winsome and their revenue from EV battery has significantly down from last year. They are actually losing money a lot from EV battery and also no more IRA support from US which is critical. SK paused factories with Ford. Ford & GM also are looking for Chinese battery makers now, not western world. The whole market looks pretty damn bad. I rather hold PLS, LTR like some offtake & deals with big company as well as on production now. No more explorers.
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