Interesting read. Also to note that hard rock will overtake brine as the main game. I still think that their supply numbers are wrong and optimistic. For example and realistically LTR will not produce 511k in 2024. This will be a ramp up to that figure. If BOE has used the 511k in their supply figures then we know that many other predictions they make are wrong too. Demand has always been too low by the analysts over the last 7 years, probably this one is tooAll road lead to LTR with their tier 1 business.
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