and here a new presentation by DJ from 3 days ago - with more details on the demand/supply outlook. from 11:40min on he discusses this outlook. the beauty of the GLN brine resource and it economics is that it would also cope with low Li prices that MIGHT kick in in 5 to 10 years (due to new supply and later also massive recycling) - this was highlighted by JP several times in his presentations. In other words, we should be rather resilient long-term - but of course never easy to predict what will happen. DYOR!
and here a new presentation by DJ from 3 days ago - with more...
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