General Discussion Topics, page-97550

I guess my initial response would be along the lines of "go ahead, give a crack" and see where your stab leads you.

So what specific "supply" are you talking to?
- selling spodumene to a refinery? PLL planning to supply a refinery in TN from spodumene mined in Africa
- selling spodumene to a OEM? ... LTR does that with Tesla and Ford, PLL does it with TSLA
- selling spodumene to a CAM/Cell manufacture ... LTR does that with LG, SGML does that with LG, PLL does that with LG, ... and LG in invested huge $$$ in NA so they need more supply than all of the spodumene mined in NA.

Also how would you go about determining which projects are specifically being supplied by whom and what %.

I suppose comparing just NA hardrock resources is useful ... just eliminate the RHS of the graph ... that would do it but still no guarantee that is for NA supply ... for exmple, current NAL spodumene is being exported out of NA

Not useful for me but not to say it wouldn't be useful for others.