Going forward the hard part and bottlenecks will be carbonate and battery production.
There will be plenty of spodumene putting pressure on it's price.
Combine that with players like catl using a small portion of high cost spodumene to control price and my thoughts are the businesses to be in are carbonate production and battery manufacturing. I think we will see a shift to downstream businesses locking those in instead of spodumene supply.
imo
dyor
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