Running Commentary on the SP Movements., page-15398

Agree. While China needs to import massive amounts of lithium over the next few decades, it will prioritize when to buy from whom so as to keep costs down. No need to rush from Huayou's perspective. Manono's large infrastructure expenditures are a big hurdle and, hence, a key bargaining element favoring them.

That said, neighbors Tantalex and (little brother) 4CE (if I may), are churning along and will seek to generate alternative solutions.

Prove up the resource as you and Scarpa have been saying all along and it puts AVZ back in the driver's seat.

It will happen. IMO