Love the quote from Ken Brinsden (exPLS/now PMT) in St*ckhead about what the future holds for lithium producers. If you want to bypass China then you have to get into the chemical market overseas.
”Brinsden says if all you have is spodumene, you’re currently bound to the Chinese market. If you want to supply the new supply chain in the US and Europe, you’ll need partners who can deliver chemical conversion capacity in new markets”.
Sounds like our BoD are aligned with these thoughts.
Irasshaimase Sumitomo.
PS Well worth the read.
Love the quote from Ken Brinsden (exPLS/now PMT) in St*ckhead...
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