I can straighten you up further
There will not be enough lithium for converters or OEM's within five years minimum.
At the end of the five years the deficit is likely going to be greater.
ESG is a factor and as long as PLS continue to green operations then we will remain a preferred supplier. The catch is that there will be operations with far less ESG credentials that will still manage to sell their spod/brine into a starved market.
Good News & Bad News, page-19833
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