The reality is supply will not meet demand for the next 5 years...

The reality is supply will not meet demand for the next 5 years
- evidence can be seen from the current need to take low grade supplies.

Only a few companies in the lithium space will survive the long game.
- aggregation of the sector will come.

China processing spodumene is expensive as there is a 15% vat tax on global exports.
- this creates an opportunity for processing to be outside of China even though internally there is a substantial shortfall in the demand for supply

There is huge opportunity within the lithium sector at the moment.

#AVZ THE BIG DOG OF LITIUM