CATL path is not dead yet and there're still a lot of possibilities.
Local big fishes (and non- Chinese players such as SQM, ALB) are all over OZ mine sites recently.
TO, mergers and farms in, offtakes happening everywhere.. CXO could be next..
MIN has just signed Farms in agreement with LRD, Tiny cat right across its Mt. Marion site. for example
LPM has been CATL's best shot in Oz due to holding structure with Bin's involvement.
With all others geopolitics would be very high.
I don't think they would let go off LPM. Well I hope.
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