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  1. 10,623 Posts.
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    OMG snap again just came to the same conclusion whilst walking the dog.
    PLS said that J/V talks were in process and an announcement in September which is after WES/ SQM/Tianqi should have KDR, Tianqi's next door neighbor.
    A powerful trio or foursome with ALB.
    ALB have been given an extension in time from min resources to pay up.
    ALB next door neighbor in Chile with SQM

    I see more consolidation and deals with these likely players SQM/Tianqi/ALB/AJM/WES/PLS/MIN to supply LiOH not spod to the world market.
    Then we have POSCO
 
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