Future Milestones & 2023 Summary, page-17

look at all these lithium miners that are now hamstrung by the falling price of lithium spod (think core lithium). The best hedge is to value add to resources and there is only a small window to get the capital to do so.

in order for Avenira (or any other phosphate hopeful) to remain relevant you will need to produce phos acid and preferably LFP cathode.

ICL pretty much have an identical plant built in St Louis with 50% funded by the government. China’s EV supply chain was pretty much solely funded by the PRC.

I don’t think it’s a pipe dream just an opportunity that doesn't normally present.

LG look like they are getting into the market pretty big. They are building a cathode plant in the US for $820m and a LFP cathode plant in Morocco to produce 50,000 tonnes of cathode.

https://batteriesnews.com/lg-chem-to-build-lfp-cathode-plant-in-morocco/

https://www.digitimes.com/news/a20231218PD209/lg-chem-cathode-material-ev-demand-battery.html