I hear you but if the lithium demand is going to met over the...

I hear you but if the lithium demand is going to met over the next decade then everyone’s lithium will be needed. This is not a ‘business as usual’ move in a commodity cycle. This is a once in a century (or thereabouts) government, business and consumer driven restructure of the energy system. To take place in a matter of years.

The better technologies will get better project economics but I think all valuations will be well north of where they are now by then. Also the modular approach really derisks the scale up from pilot to demonstration to commercial.