Not all #lithium is created equally. Lithium supply does not equal battery grade. To be clear, battery grade demand lithium is in structural deficit. ESS has lithium which, metallurgical proven grade. Some ESS peers have less than 1% Li in their resources. These companies will be struggled to reach full price potential. Eventually battery manufacturer will be demanding battery grade lithium to reduce cost.
Not all #lithium is created equally. Lithium supply does not...
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