With China leading the way with EV's, the Li game has / will...

With China leading the way with EV's, the Li game has / will change.

Look at the reserves worldwide.

Chile & Argentina are the largest reserves.

They are very close to China, and with Chinese investments. So China could choke those Li resources and leave the US dry.

Aus has reserves, but refinement for products goes to China.

Chinese EV's / Solar market will take up most of these Li reserves.

To guarantee Li, The US will need to have inhouse Lithium.

New techs will come, but infrastructure is too expensive to move from Lithium.

Maybe process & formula variations are commercially possible.

Lithium is the new Oil for atleast the next 3 to 5 decades.

Critical and constant growing demand for the period.

IMO we are very well placed indeed.