Yes agree .
Will be good to know what savings to their cost of production by buying lithium sulfate as an interim step to produce hydroxide.
Certainly presents competition to majors like Ganfeng or Albemarle .
iI tier 2 hydroxide producers can become cost competitive.
Most likely why Yibin IMO will do an off take agreement with AVZ to limit others taking a major stake.
Ganfeng has been controlling the market by taking large slices of production in WA producers .
ALL IMO
- Forums
- ASX - By Stock
- AVZ
- Running discussion on SP
Running discussion on SP, page-28386
-
- There are more pages in this discussion • 55,079 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add AVZ (ASX) to my watchlist
Currently unlisted public company.
The Watchlist
LPM
LITHIUM PLUS MINERALS LTD.
Simon Kidston, Non--Executive Director
Simon Kidston
Non--Executive Director
SPONSORED BY The Market Online