General Discussion Topics, page-104836

The number a battery production plants planned, especially in Europe and North America presents a dilemma that really isnt getting talked about much but may do going forward, where is the Carbonate and Hydroxide going to come from. With China out of play for the ITA benefits and permitting of mines presenting huge issues its becoming a large approaching elephant in the room IMO, it's much quicker permitting a battery plant than a mine, concentrator and Refinery..

This certainly has potentially very good short term benefits for SYA through increased concentrate and carbonate prices but that itself presents issues for the uptake in EV's ....the transition to EV's requires adequate battery supply and price parity with ICE vehicles to maintain momentum, the latter is rapidly approaching and in China already arrived but needs mass production to reach and maintain, which of course needs adequte supply.

Lots of challenges ahead and like most things wont necessarily proceed as expected but proceed it will...