Well said, yes I would say Chile Li Brine production is not going to expand like some analysts thought it would, this is big news to them.
Their is a reason SQM owns half of the Kidman WES resource and why ALB is purchasing 60% of MIN's Wodinga resource and mine !
I see a big change coming for Li Hard Rock and PLS. You can't build and rampup a Li Hard Rock mine overnight, PLS well positioned.
Fun times ahead, all IMO DYOR.
Good News & Bad News, page-3644
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