Hi wombat. Tibet's Zabuye Salt Lake is claimed to be one of the world's biggest reserves. There have been a lot of environmental issues to date. If there are Lithium shortages in China I can only guess they have had big issues with it.
What does seem to be happening is that the battery manufacturers have now lost patience with the converters and want more control over supply and pricing. Going to be interesting to watch and hopefully Zabuye Lake will continue to be problematic.
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