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Allkem General Discussion, page-2099

  1. niu
    1,638 Posts.
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    24/09/22
    22:52
    Post #: 63863862
    So Mexico nationalises its nascent lithium industry with a focus on Sonora. That sounds like the end of Bacanora but unlikely that the market sees any iminent increase in supply.
    Perhaps just a reminder that sovereign risk never goes away in some parts of the world

    https://dialogochino.net/en/uncategorised/58718-mexico-lithium-bacanora-sonora-a-mirage-in-the-desert/
    https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/22-6b-mexican-lithium-mine-bogs-down-in-drug-cartel-tech-risks-66512627

    AKE Price at posting: $14.86 Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch. 2  Great analysis
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