China are smashing the market segment and have no environmental...

China are smashing the market segment and have no environmental or political crap to deal with hence they completed their gigafactory in record time. Germany the green industrial giant in Europe are having things jam up at giga Berlin.

The INR project is suggested to be the most developed project on that list it's currently severely delayed as academic conservation groups are blocking the project on environmental heritage protection grounds...

it could be competitors using green activists techniques to stall them, part of me thinks it's the new wave of "clean lithium" eg PLL and VUL stalling so in 25 years when INR are still producing using acid the domestic Li industry isn't demonised as environmentally irresponsible.

it could be internally stimulated by INR to really crank the price before making deals, it's a dirty business and the cycle cranks the volatility as if we need more of the right now...

Whatever the case Biden better/will make some big domestic energy security/autonomy announcements soon!