We all know @V8 but what we don't know is how much is required (will these batteries dramatically increase demand for phosphates )and the impurities allowed like iron. There are also big mines in Peru and Morocco and Middle East coming online.
Take a look at ajm's off take partner and it is already supplying such batteries.
https://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvTUIO5w26pmGMrZlJ2/k=
There is also electrical grade phosphoric acid used for superconductors and these two reasons above could be why China labeled phosphate a critical element in late 2016 and said they were cutting supply by up to 30%.
Hard to see any movement in phosphate stocks at the moment even though vrm and agr and Mnb are all pushing 40 million market caps on 100% owned. Aev already had a good run in 2016 pre production.
We all know @V8 but what we don't know is how much is required...
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