@52570
Agree,,Lithiums be coming the 'new oil'. Political tensions rising over Lithium access
US 'Inflation Reduction Act' stepped up the politicisation with the the EV credits if certain percentage of battery materials sourced from US or approved 'friendly nations'. I think by 2028 85% has to be sourced from those countries. Which narrows Leo's stage 2 off take market but not an issue as demand deficit all but guaranteed imo.
I wonder how much influence the US had in this....
General Discussion, page-3680
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