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External News & Commentary, page-219

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    There is an article on page 20 of todays AFR "All aboard Europe's Lithium Bandwagon" - some one may wish to paste the link to HC

    It essentially says that VW alone is going to need 125,000 tonnes of lithium carbonate equivalent by 2025 & that world demand will reach 536,000t by 2024 (up 91%). "Europe IS THE HONEYPOT" they say

    The article also says EMH, VUL, EUR & INF all want to be "shovel ready" in the next few years

    So, where does that leave INR? Why aren't they chasing the European battery makers whom the article suggests will leapfrog non-Chinese Asia & the US by 2024 with 15% of world production

    It makes me ill thinking about how good INR is but that it is getting left in the dirt & the SP just keeps going south despite having the best story to tell (& maybe that's the issue - investors are now just treating it as a story because SFA appears to be happening)



 
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