Your research to me seems unclear (maybe thats just how I'm...

Your research to me seems unclear (maybe thats just how I'm reading it) in understanding a key aspect.

"While this could translate into a shortage of battery ready lithium chemicals, it is quite likely that current and proposed production of brine and spodumene will exceed demand from conversion plants until 2023."

Brine operations are (in particular for Li carbonate production) replacing both a spodumene resource and the spodumene converter.

You appear to be equating brine and spodumene as similar resources - they are not.

And thats where there is going to be keen interest in what GXY does at SdV - if they have a direct extraction tech that works (test results expected late this year) - they are essentially upending the cost supply chain to further down before the cathode space.