...will Australian lithium ended up like Australian nickel?
...if not, our lithium miners would need to be low cost producers to thrive. We have no local/domestic customers to sell to, and totally at the mercy of Chinese offtakes (because even the American companies would have their domestic supply).
Majority Chinese-owned companies will produce a large but declining share of nickel suitable for #batteries made in Indonesia out to 2030. Western investment will drive the trend - still, 90% of Indonesian #nickel will come from producers under some Chinese ownership in 2030.
Benchmark's new infographic visualises the story below - read our analysis here: https://source.benchmarkminerals.com/article/infographic-chinas-influence-over-indonesian-nickel…
https://x.com/benchmarkmin/status/1750536506886738391
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...will Australian lithium ended up like Australian nickel?...
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