Just putting it out there.
People can't claim that SDV will be coming online fast and cheap via direct extraction processes and then say that supply from brine is extremely inelastic.
If these direct extraction processes are proven to be as low CAPEX, low OPEX, modular and environmentally friendly as suggested, I don't think GXY will be the only one to benefit from it.
As for spodumene, Greenbushes' expansion and Wodgina alone can have demand growth covered for another year imo.
- Forums
- ASX - By Stock
- GXY
- Chilean Protests - Supply
Chilean Protests - Supply, page-3
-
-
- There are more pages in this discussion • 137 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add GXY (ASX) to my watchlist
Currently unlisted public company.
The Watchlist
FHE
FRONTIER ENERGY LIMITED
Adam Kiley, CEO
Adam Kiley
CEO
SPONSORED BY The Market Online