In connection with raw materials, especially lithium, I read the name Ganfeng again and again. Gangfeng is already present in several commodity projects in Australia. Gangfeng is also involved as investor in Ilc / Pio jv partner in Canada (Mavis). Ganfeng controlled 17% of the lithium world market, ranking second in the world. This market appeal can only be sustained with further expansions and new commodity resources.
I would be very surprised if not one of the potential offtake partners is Ganfeng. IMHO
https://www.bloomberg.com/view/articles/2018-05-18/time-to-block-the-lithium-cartel
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