General Discussion Topics, page-60591

That's just OZ.
I would say this is happening everywhere.
This article is a good review on the Li story and where we are at today.
https://www-wired-com.cdn.ampprojec...ed.com/story/china-lithium-mining-production/
Non Chinese owned Li chemical refining is the crunch point for the Western world.
The 2019/2020 collapse started with a report on oversupply and activity stopped.
We certainly haven't seen that in the last few weeks.
Major car companies and Li miners doing deals everywhere for Li in the world.
This rout I predict will be over very soon.
This sector will be the first to turn the corner from an investors point of view.
The difference will be more attention will be given to differentiating the Li stocks.
I use these points.
Proximity to market.
Time to production.
Quality of product.
Refining chain set up or owned.
Cost of production.
As green as possible. ESG.
Government support at a Local and National level.
Low political risk.
Finance.
Permitting.
SYA built the mine which they ran and now own a built refinery.
The last point is reinstating mine permitting meaning the BAPE.
The drone video brought this point home to me, that the damage of building the mine has already happened.
SYA have changed mining procedures to be more environmentally friendly.
This will be a big one for all future mines.
The signs point to BAPE will happen, as SYA is holding hands with the Quebec government and spending money on the Carbonate facilities.
After approval, SYA will be the Li darling on the ASX until Li from DLE is shown to be commercially viable and available. IMO.