Citi has a similar view African projects might not be sticky as Woodmac suggested.
Also, Chinese major lepidolite new project from CATL, has a very high production cost, I believe it cost will be at least 25% above currently Chinese spot price, the one had done detail research in China, suggests, CATL's lepidolite cost could be as high as CNY 195,000/t, that's 100% above current spot price.
https://hotcopper.com.au/posts/72084976/single
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