Running discussion on SP, page-38964

to put into perspective
https://www.statista.com/accounts/
7.7 million cars per year will be replaced by EVs
Who will buy an ice vehicle even 7 years before 2035 knowing there will be no resale value.
1 million cars close to 2mtpa spodumene output remember Scarpa posting on this.
GM working with LG CHEM significance of this with AVZ is that Huayou Cobalt who is still a cornerstone investor with AVZ and has a partnership with LG CHEM to produce cathode together.
OFF TAKE from Huayou Cobalt for spodumene ??
Not much to go around from the initial 4.5 mtpa if Yibin takes 30% as spare capacity is required for the lithium sulphate.
GM announcement is significant for the whole sector as spodumene demand will increase and prices accordingly.

https://worldbatterynews.com/huayou...up-china-batteries-joint-venture-p451-165.htm

3 Years previously

https://www.benchmarkminerals.com/l...ode-landscape-for-electric-vehicle-batteries/

NF stuff them after trust lost.
Karma returns and better returns long term from EU lithium sulphate
ALL IMO