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
Yes agree . Will be good to know what savings to their cost of...
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