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10:14
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Originally posted by Obe wan
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There’s no doubt been a surge in demand for lithium which is only gathering pace and in typical fashion every man and his dog with any sort of a supply source, will try to jump on board the gravy train. Thing is, the lithium suppliers from 10/20/25 years ago from when Sony commercialized the first Li-ion battery in 1991 and when Greenbushes first started to churn out lithium in 1995 meeting demand triggered by the mobile phone industry ... is that the processors basically picked out the quality mine / sources and all other sources basically flowed in to the tailings dump in Tantalum or Tin mines; as it was too difficult / uneconomical to convert. IMO, there will be massive demand for Manono spod, no matter what size they go to and Manono is a huge threat to the Australian Lithium Valley. Competitors to Manono IMO, are hoping that it will never come on line and wouldn't couldn't be happier if it failed. You can talk it down and be in denial mode; but Manono will happen
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Roskill are also saying that the biggest hurdle will be transport and that there is plenty of lithium coming online and that supply is plentiful without AVZ. So they are not a glowing recommendation!
