Assuming their thoughts/predictions are correct, it's not a problem for those allready established or close to production such as Sayona. It may be a detriment for new players looking at entering the market in the years to come given it's reported to be up to 8yrs to get a mine approved and established if not allready underway. You could look at it as a barrier to entry for others, which further protects those allready established.
Ultimately 20-30 years is a long time, and we're just at the start of OEM's spending BILLIONS in infrastructure towards EV Battery manufacturing related processes.
You also need to consider it's not in BHP's interest to be promoting a competing resource. It does nothing for their own valuation and SP.
General Discussion Topics, page-51679
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