"An increasingly bitter dispute over tantalum is threatening to disrupt plans to double capacity at the world's biggest lithium mine.
It is the latest twist in a row over the impact Talison's doubling of capacity to 1.34 million tonnes a year will have on Global Advanced Metals GAM, which currently receives tantalum extracted by Talison during the mining of lithium-bearing spodumene."
Talison are not planning to process tantalum with the expansion, if GAM introduce a tantalum only processor, no lithium will be produced from that ore, decreasing the amount of spodumene available to Talison.
Nice sheet fight, should do good things to the Li price but with such a manipulated market the hedge funds will use it as a bullsheet excuse to drive LI miners down further.
"An increasingly bitter dispute over tantalum is threatening to...
-
- There are more pages in this discussion • 198 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)