China is and will be the biggest maker of EV's and batteries and it's happening now , CATL supplies to the world not just China..it's a wonderfull place to be geared to and with POSCO we also have ties with Korea as well...untill supply and demand get more into equilibrium there will be large flutuations in prices and China being the largest player will have the biggest effect to the downside and the upside during the process...we have been through the upside and I doubt anyone complained at the time about China , we are now seeing the downside...such is life...
At the moment our existing offtake partners are big enough players to eventually take every bit of Spod we can produce IMO leaving nothing for others...
Cheers Whisky
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