These comparisons of resource's are helpful to a degree. Having bulk spod at high grade to ship to China is a sugar hit in the scheme of things, its all about dowstream.
SYA ‘s true value is its relative pace in which it can head downstream and produce hydroxide/carbonate primarily thanks to the advantageous position of acquiring a half built carb plant at NAL.
Whichever company can do this quicker will be reaping the rewards and will not be governed by interests out of Shanghai. Then you couple that with the North American tax credits where all battery components need to sourced and constructed within North America or other free trade countries. Its not just as simple as the company mines it in Australia so it receives the credit as many companies are part owned by non free trade countries so will miss out.
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