Jehosephat,
I have had similar thoughts re industry consolidation. Once the dust settles on the 2 year price-driven shake out, only the strong will survive: those with good assets, deep pockets and a coherent strategy. By "coherent strategy" I mean integration (up and down) the delivery chain. Being a dirt doctor is not going to cut it moving forward. The successful players will need to be "chemical" companies. To do that, there needs to be further consolidation.
I agree that an Aussie Battery Materials conglomerate would be a fantastic outcome. It would appear that IGO has embarked on that strategy, similar to WES (albeit their chemical business is not just battery materials).
There's room for one more!!
Good News & Bad News, page-8813
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