Afghanistan
I know there has been a lot of noise in twitter land about Afghanistan's $1 trillion resources and how it might impact lithium plays, regardless of the fact of the growth potential of EVs. I provided this post in a peer comparison thread for those interested. And the point of the post is a bit of research would show just how out of whack the claims are to reality -
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JVs
Lots of discussion in twitter land about this as well. My personal view is that, if a JV were to happen here, a JV will be done via Dathcom, because AVZ is only an agent of Dathcom and Dathccom holds Roche/Carriere. It would also mean no FIRB intervention as well. I suspect if a JV is done the JV entity will possibly hold 25% of Dathcom, AVZ 50% - 60%, DRC Gov/Dathmir the remaining 15% - 25%. IMO IMO
Relevant posts here:
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China dominance:
Of interest I found this old article and this picture
China Dominates the Global Lithium Battery Market - IER (instituteforenergyresearch.org)
Some highlights:
It is why I have always stated breaking China's dominance in the market is a key, but that takes time. And that I want Europe and USA to get its act together.
Until have a contestable market, the point been spodumene prices can be influenced hence the need for Europe/USA to get their act together. If China decides to source elsewhere it can influence prices received by others as they will be targeting the remaining markets. But with GW demand likely to be higher than 5 GWh by 2030 then the point been as long as Europe and USA is growing its industry China's dominance of the market should reduce, and thus help to control China's influence on price manipulation
All IMO