Running Commentary on the SP Movements., page-16167

CATL agreement with Northern American Lithium, I call BS. That deposit is crap. Maybe they want the plant, but the deposit will never deliver what CATL needs. Very difficult metallurgy and sub par concentrate grades.

Forget it. That deposit is in no meaningful way a competitor for Manono.

So the question remains: where will CATL get the lithium from???