General Discussion Topics, page-30566

Split, I have been saying that for a while now.
With the way the lithium price is moving, the only way to have a competitive advantage is to become a lithium producer or jv with one. Sounds crazy right??
As a battery or eV manufacturer, you're at the mercy of the market price for lithium.. 10, 20, 30, 40k/t, where will it end??? The most expensive raw material in a car. Now if you produced your own lithium, basically at cost price or the opex price, you would be so far ahead, no one could compete. If I was Ford, I'd just drop a lazy 2bill and buy sayona outright. They are spending Us$16bill on new production facilities anyway... Or buy pls, a current producer... Tesla Ford, Vw, gm... Its irrelevant.
SECURE SUPPLY, GAIN THE ADVANTAGE...
Now I can't see the old guard doing that, but someone like Elon, who likes to think outside the box, you just never know. Don't forget, they nearly bought Cypress, a clay lithium explorer/ producer.. Sayona may be next...