The important thing is to be on the low end of the cost curve. And based on what EMH have released, this will be the case for them. Marian and Cattlin are spodumene producers (high end of the cost curve) and you have to factor that there is only so much room left in the converters. There is a reason Mt Cattlin shut down also...
EMH plan to produce lithium carb +by-products!
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