If you have a spare 45 mins, well worth a listen. Think PLS's "Battery Materials Exchange" wrt discussion between 28 to 31 mins, the company is getting ahead of the curve, to enable a more efficient flow of supply. The podcast really highlights there's still a lack of knowledge in the general commodity investment community, that needs to change, regardless of complex supply chain.
https://hcinsider.global/lithium-and-the-global-battery-arms-race/
Good News & Bad News, page-64
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