I think MIN would have to demerge their Lithium assets. I don't think PLS would be too keen on an iron ore tie in having had a bad experience with Atlas via Ken.
Secondly, I don't think the ALB link would work. That is not a management group I would like to see PLS involved with. Their is no converter at Wodgina. The MIN ALB JV at Kemerton is their current Hydroxide plant and we have Posco. IMO they will keep clear of ALB.
Too many bits and pieces partnerships. MIN's Mt Marion and Ganfeng JV also. Too hard.
There is a glint in Dale's eye and it doesn't involve MIN, IMO.
I think MIN would have to demerge their Lithium assets. I don't...
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