I wouldn't completely discount LMFP as becoming significant as a mid-ground solution. Its unclear if this would be a LFP substitution or also take NCM share. LMFP is likely to be serviced from brine carbonate, but some PLL carbonate ability could be useful into the later part of the decade. There could be useful commercial benefit in being able to meet all of a key customers needs for lithium rather than just hydroxide needs.
I wouldn't completely discount LMFP as becoming significant as a...
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