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.
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