LKE 4.65% 4.1¢ lake resources n.l.

OK a bit of a search on Nutrien - the 'phosphate' part of the...

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    OK a bit of a search on Nutrien - the 'phosphate' part of the tweet above of particular interest.

    Firstly, thanks to Hotcopper a random search for Nutrien
    May 27 (Reuters) - BHP Group (BHP) is in discussions with fertilizer maker Nutrien Ltd NTR.TO about a partnership in the miner's massive potash project in Canada, Bloomberg news reported, citing sources. - 2021

    Nutrien 2022 Annual Report
    https://hotcopper.com.au/data/attachments/5323/5323788-4d8c46ebe3e195bc447e9de35b0c69d8.jpg
    Market share prediction from Wood McKenzie
    https://hotcopper.com.au/data/attachments/5323/5323793-282d6285d4a3237c32f50e5ddf7994ae.jpg
    LFP is
    Lithium - Lilac IX tech
    Iron - BHP, RIO, FMG/FFI?
    Phosphate - Nutrien a potential source?

    Off the back of the Arminera conference 29 May :
    The Australian companies that participated in the new edition of Arminera were BHP, Allkem, FFI / FMG, Lake Resources, Power Minerals; and service and technology companies: Ausenco, Glencore Technology, Groundprobe, IMDEX, Mineral Technologies, Orica, Saxum, Worley, as well as the State of Victoria Trade and Investment Promotion Agency, Global Victoria.

    And this :
    April 5 BHP's exploration accelerator to open to uranium, lithium finds

    There is certainly room to wonder where BHP will land in this space.
 
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