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carnabombers

4,299 Posts.

1237

29/01/24

11:34

Post #: 72107481
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Originally posted by mechanic: ↑

Aussie producers who have access to cheap power will bring costs down PLS are pursuing a power hungry process that is reliant on cheap power, thats as I understand it all related to FMGs FFI Power Hub and Namibia has similar plans along with the UAE . Africa as a whole would be more at risk given the lack of infrastructure to develop cheaper power and hydrogen production is the ultimate core of lower power costs plus the Lepedolite market is dominated by the Chinese and Namibia is full of it so I doubt that sweeping statement and think there will be exceptions LPD should be one of thos e. As Cornish Lithium move closer to production using LPDs patented process or part thereof that might well consolidate LPDs place in the supply chain processes albeit time frames may become distorted . I remain hiopeful that multiple sites for LPD will emerge in the near future in the USA and Europe as sustainable producers however that will be closely tied to the completion of more Li processing fascilities in the aforementioned regions and processing is the real LPD story

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Too many delays and shyte man't are the reasons the sp is on free fall.
Imho & dyor

LPD Price at posting: 0.5¢ Sentiment: None Disclosure: Held
1 Upvote

0 Great analysis

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