“Lithium producers are navigating not just explosive growth in...

“Lithium producers are navigating not just explosive growth in demand, but geopolitical and regulatory shifts that could lead to bifurcations across different geographies. The West is trying to rely less on supply chains that run through China, and there’s a growing focus on the varying carbon footprint of different sources.

“It is important for miners to demonstrate the value of their products when the dynamics of lithium feedstock and chemicals diverge,” said Susan Zou, Shanghai-based analyst at Rystad Energy.”

https://www.mining.com/web/lithium-miners-shake-up-trading-to-tackle-wild-price-swings/

As soon as SYAQ, is able to have downstream processing of spodumene done ex-China, it will have met all of the provisions of the IRA.

The West is getting very close to having all of the elements in place to completely exclude China from the ev battery supply chain.

In the US, Canada, Australia, South Korea, Japan and Europe, the money to do this has been allocated.

That money is about to flow on a scale that will rival the war effort from WW2.