https://mobile-reuters-com.cdn.ampp...us-lithium-conference-producers-idUSKBN1XN0HV
This is not an Australian issue.
I have gone through the major ev car manufacturers and battery makers all are sourcing their lithium from OZ.
The 5% 2019 Li surplus, supply over demand is from the triangle.
From reading about Chinese EV sales 2019 the European EV cars are in a growth phase in China all of whom source their lithium from Australia.
From reading ALB say they have Tesla U.S. as a customer so Greenbushes could be the main source of Lithium there.
Australia and AJM as a current supplier of low cost high quality Li for NCM811 market is well positioned for the next EV growth phase as all major ev car manufacturers have moved to NCM811 batteries.
AJMs future competition is homebased.
Lithium & The Future, page-591
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