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There seems to be generally two worlds, SoS, brine world and...

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EstGreg

882 Posts.

15/02/17

20:15

Post #: 22646570
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Originally posted by sinkorswim ↑

My experience inside China is no-one mentions Joe.

I think his knowledge on hard rock is quite low but fine for brines.

In addition most contacts seem to be the old processor set and they are not the ones driving the lithium future in China.

The future for new energy and lithium is now firmly in the hands of the battery companies.
Expect processors to be swallowed at very least lose influence unless firmly aligned with a battery co.

We can also expect that EV manufacturers will start to have more influence next year.
Particularly if we get shortages in H2 as I expect

All imo

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There seems to be generally two worlds, SoS, brine world and Hard rock spod world. Wwen do you think in your opinion this change in the industrial order in China, with the emphasis on processing hard rock spod and restrucured around battery and car manufacturers, might 'play out' by?

Last edited by EstGreg: 15/02/17

GXY Price at posting: 54.0¢ Sentiment: Hold Disclosure: Held
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0 Great analysis

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