Lithium, page-4

An interesting discussion on Lithium including Ganfeng's acquisitions of upstream assets such as Goulamina.

Basically saying it takes a lot more time to build a mine than a processing plant. Ganfeng realises there'll be a shortage, hence it's acquisitions however many of the EV/battery companies are slow to pick up on this. Lithium is certainly the battery material to be invested in.

Fast forward to 41'30" for talk of Ganfeng. The 10 or so mins prior is also interesting on the battery sector

https://www.**promotion blocked**.com/news/2021-07-24/-We-are-in-a-super-cycle-Battery-Materials-Review.html