I hope GS and broader FIBO are keeping an eye on China's lepidolite production reaching 300kt LCE capacity in 2025, mnnnn, doesn't look to be a sustainable route. GS mention a "good quality" lepidolite mine has grades of 0.39% Li20, can you imagine what a low quality mine looks like, the toxic waste etc.....
No western OEM's is gonna want that shite in there battery's, think of when the EU implement their "battery passport" legislation, nope, don't unload from ship, send it back the where it came from.....
Good News & Bad News, page-19931
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