For those that can be bothered just listening for an hour the latest Global lithium podcast covers all things SLI but also covers KOCH and in depth so it was very insightful and aligns very much with ASN in many ways .
SLI are now ASNs only true peer IMHO and are marginally in front of ASN but this is only because they are bolting on they’re technology to a brownfield site at LANXESS .
Im not a massive fan of JL but this episode is definitely worth a listen .
