Bitconfused with what you are saying, I read this as spodumene being better than brine in terms of processing and quality. In terms of the cathodes potentially changing the lithium is still there so don't see how this affects PLS?
LFP is more suited to stationery storage because if it's lower energy density and NMC perhaps more suited for cars. Either way, the lithium component doesn't change? Sorry, just not understanding as to what you see the risk is here.
Cheers
Spodumene/Battery in China, page-2
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