The stand out for me Thesi, from a quick scan over the GXY. Is something we've long touted over here. - Spodumene converters are beholden to Chinese converters. In this case their bottlenecks were pinpointed as a problem for Spodumene concentrate prices in 2019.
Having a really good look at that middleman dynamic and it really is fraught with danger. No wonder virtually every producer/soon to be producer is looking to vertically integrate downstream.
Be nice to have a crack team of metallurgists as golf buddies.... The good ones are like rock stars within large mining houses.
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