Running discussion on SP, page-32380

Lots of talk but very little info on how EU will become less reliant on China's dominant position 80 t0 85% on downstream processing.
AVZ lithium sulfate off-take hopefully will be from the EU something that Twiggy IMO would be interested as Abermarle appears to be controlling the purchase of Tianqi 51% stake in Greenbushes.
If an off take from EU occurs for lithium sulfate it will certainly add to a re-rate in sp and put pressure on CATL to source supply for Yibin expansion.
Very little for sale/take over available to the Chinese in Australia thanks to FIRB.


https://www.mining.com/tianqi-lithium-selling-stake-to-shore-up-finances/
ALL IMO