JRL General Discussion Thread, page-440

I think the big news expected from JRL, which is not very well known, has something to do with PFS.
POSCO(korea) was doing research, but JRL gave posco more samples, so the results were delayed. and posco said there is no need to inform the market of the results. because it is a non-binding MOU. and jrl can disclose posco's results if it gets permission from posco.
JRL has companies that have NDA, and jrl also gives samples to those companies.
hard rock stocks are popular in the lithium market. clay lithium is not popular even though LAC(US) is currently building and INR(AU) has partnered with ECOPRO(KOREA). battery companies try to create various supply chains.
A company in nevada's clay project is a profitable project if lithium carbonate costs $15,000 usd. The company has lower quality lithium projects than jrl.
a posco employee said that posco is likely to invest in jrl's project if the cost of making lithium is lower than the price of buying lithium in china.
The posco said the price of lithium carbonate is likely to be $30,000 USD in 2030. and posco has short-term and long-term supply contracts and sees prices such as fastmarkets.