AKE 0.00% $9.83 allkem limited

Ann: September Quarterly Report, page-10

  1. 451 Posts.
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    Another possible future negativity is that US and Europe are making big efforts to source materials locally, lithium can be found in many places in the world, there is a 150 ktpa possibility in Europe from several sources, true it will take 10 years and a lot of optimism to reach to that capacity but it is a possibility. Same with US, standard lithium is just a showcase what can be done, then there is hardrock (PLL) and there will be many more.

    Then there is Covid-19 situation, US and Europe will phase out the risk of Covid-19 very quickly with vaccine and medications, Argentina I'm afraid will not be so fortunate, there will be a delay at least.
 
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