...the "failure" is in not recognising that we are competing...

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    ...the "failure" is in not recognising that we are competing with China,....we can never be cheaper.

    ...and we don't have a local industry to sell our lithium to.

    "The perils of 'chem' conversion in Australia." $ALB only 2 days ago made the decision to reduce Kemerton's production to 25.000 tonnes of #lithium hydroxide, 25% of its original planned capacity of 100,000 tonnes.  With Kwinana also being a disappointment strong doubts remain about the viability of pursuing #lithium hydroxide conversion in West Australia. Shout out to@JaneJiguanLi for her initial post.

    https://x.com/mineralsmindset/status/1819194157451403620
 
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