yes indeed. discussions are badly needed by EU.
AVZ could just supply China. Strategically though it’s preferable to ‘grow rice in several different paddies.’ In 2019 July why discussions are needed was reported here in Mining Journal.
https://www.mining-journal.com/project-finance/news/1367501/zero-hour-for-lithium-in-europe
Last two paragraphs are poor conclusions otherwise excellent insights reported from commentators, in particular David Merriman at Roskill.
Below image borrowed by operators of Cinovec
in 2019, “Refining is the missing link at the moment," MJ.
What do people think has happened since then?
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