Youre referring to the final product after evaporation but they all require a minimum threshold to be battery grade. Cxo for example (sorry for cross promotions) requires 80mn to complete their mine and has binding offtakes with yahua (to tesla) and ganfeng and will produce double of what pls is currently doing starting next year
gln is funded to production and has (when I researched it) one of the largest deposit by % grade and is only at 500mn or so mc
I too would love to see fmg take at least an equity investment in these types of resource instead of taking the long way around, but im quite certain we are in good hands
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