"rio tino is betting on lithium recovery.." yes but also 2028-2030
Goulamina is in commissioning stage as we speak, open pit mining , larger than KV. 100% BEV's still a China story for most part. IMHO EREV's won't cut it in Australia if you still have to plug them in at home. Personally i think solid state battery chem might change things (charging times, lighter weight, safer, more recharge cycles, mileage..) but still a national charging network has to be rolled out. Pretty much same situation for EU, UK, US. This ain't going to happen in the next few years. What effect China ban on processing technology is i don't know. I am not expecting much change to Lithium prices until 2028 onwards, barring some unforeseen natural disaster or geopolitical event in areas of major production
