Please tell. Where about downstream are the profits being made?
Ganfeng, world’s biggest Lithium chem producer, SP and profits in the toilet.
CATL, world’s biggest battery producer. SP and profits in the toilet.
Both these downstream users in the supply chain are suffering so please please pass on your wisdom to us.
Gen 3 Lithium mines. That’s a new one. Please inform us of the technological breakthroughs that turn a low grade Leshitolite into a desirable Lithium carbonate feedstock. Fastmarkets certainly don’t think advancements in processing are sorting out the obvious environmental and economic issues.
https://www.fastmarkets.com/insights/chinese-lepidolite-integral-to-global-lithium-supply/
Plenty of posts with no substance and much misinformation. We await your in depth analysis and data on Gen 3 Leshitolite mines.
Please tell. Where about downstream are the profits being...
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