There’s a part on the podcast with Joe Lowry and Alex Cheeseman where they are talking about Chris Ellison of MIN RES being the kingmaker, they talk about how lots of MIN and GXY capacity is spoken for and that Wodgina won’t be used to supply the open market. They acknowledge its then over to Ken at PLS to fill the supply deficit. I know you’ve listen to that because you quote it a lot, funny how you choose not to hear anything that doesn’t fit your narrative/fantasy.
Heres how renowned expert Joe Lowry feels about Ken/PLS standing in the lithium/EV world. (I’ve posted this before but I thought I’d repost for the benefit of the hard of understanding)
PS as much as it breaks your little heart PLS supply Ganfeng with Spodumene
PS as much as it breaks your little heart PLS supply Ganfeng with Spodumene
(20min delay)