Tony made a very important point that the cost curve for lithium products in general, which is currently determined by the carbonate price (ie Chinese controlled), needs to be shifted to be based on the upstream product where the greatest risk resides ie spodumene.
As Aus is the biggest producer this creates an opportunity for price discovery through formation of an Australian producer board. A chance to stick it up the Chinese price manipulator. Would suit Tianqi and Ganfeng to want in as they're currently screwed as well
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