Also Daniel Jimenez, 27 years at SQM now a non-executive director at GLN and also a consultant for the lithium sector specialising in forecasting, market intelligence and and lithium business strategies.
https://m.youtube.com/watch?v=9nYnZ1PiWIw&feature=youtu.be
Interesting how towards the end he thinking the lithium feedstock whether it is for hydroxide or carbonate it is going to be the the lithium feed stock that is the bottleneck to the market. It is worth the watch. He also is very bullish to conventional methods as opposed to new technologies (saying be cautious of DLE over conventional without saying it). I mean, why would a start up risk it all on a new technology when a proven method is available? - I suppose not everyone's grades are as good as ours either to bring cost down.
I personally hope we can hustle some lithium concentrate in the meantime. Looks like the market is going to need it.
All imo, dyor. Not financial advice.
Compelling opportunity, page-2465
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