Good News & Bad News, page-663

What your seeing is what’s been pointed out to you many times and you still don’t understand!
Every half decent lithium project will need to come online over the next decade and even then supply will not meet demand. This is Ganfeng scrambling not trying to cut out PLS like in your wet dreams!
Give it 12-18 months and things will get desperate. Projects like AVZ will not be producing (hello to our lovely downrampers who have joined our threads from AVZ, hope you enjoy all the delays, funding problems, civil wars etc that will affect your project) and PLS is sitting on a huge world class resource at Pilgangoora that can readily supply anyone... at the right price. It will be a good time to be a shareholder, probably not for people who threw a hissy fit and sold out in the high 30c range. Ouch no wonder your always so pissy.
Further more in relation to brine and lfp batteries etc that your always spruiking, lfp is mainly for the Chinese market, the western world wants high nickel cathodes due to range anxiety. That is what western car makers will produce, for those batteries you need hydroxide. Hydroxide is easier, cheaper made from spodumene = converters will be using spodumene to supply battery makers.