I take your point, CXO (I am a holder also) has 80% of its current planned production in offtake agreements with 2 gangfeng and Yuhua, conceiveably the processed lithium for these producers could be used as bargininning chips is a commercial struggle, hence the need for the SYA's and HWK's of the world and others to get prodiction happening on mainland USA and preferably in Australia, VUL is planning on the EU but that seems to be years away. a battery lithium shortage will lead to ........much power to the largest producers, is that Gangfeng and Yuhua.
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