No market needs to secure quality. And Airguide is not needed to do that anymore.
1. AVZ manono still very lucrative as the next Greenbushes 2.0 level chemical grade SC producer and later BG quality lithium chemical derivatives- look at all the meetings Airguide had on behalf of AVZ. That interest has not gone away just diversified. We can see how evil the Chinese are about $, they waited 5-6 months for PLS to be on knees. Same could happen with AVZ, maybe not.
2. Because battery standards in China are not enforced so companies use lower grade lithium to meet demand. Reflected in 28k EV car recalls in 2018. International EVs will require a more stringent standard than China and shift sector towards higher quality suppliers.
If they want battery grade and volume needed for EVs then AVZ is the last battery grade asset and only world class asset.
No market needs to secure quality. And Airguide is not needed...
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