PEER COMPARISON THREAD....LITHIUM COMPANIES ,THE EV REVOLUTION IS ON !, page-20

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    How do others interpret this Mumbo jumbo from AFR? Linked here https://hotcopper.com.au/posts/55079459/single

    Albemarle intend to feed their Kemerton LHM plant with GB feed. They are not doing Wodgina spod till ‘later’ in the production cycle. I think acquisition towards end refers to acquisition in downstream processing in China.

    what is curiously glossed over is that GB feed is a sure thing in characteristics but have a look at Wodgina’s Spodumene- turning that into feedstock at industrial scale, is untested by Albemarle. Albemarle has experience in converting Wodgina Spod into feedstock for LHM?

    I think the answer is NO
 
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