You talk as if there can be only one (or a limited) number of Lithium producers in the EU, or that they will need to be fighting for off-take. From everything we've seen and heard, it seems like the opposite. There will be way more demand than EMH, Rio, SAV, etc. can provide for the amount of EVs expected in the EU. I wouldn't worry too much about what Rio is doing.
New Production Target Soon, page-49
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