My HKTD sent this to me just now, see as screenshot too. He says General Lithium is the dark horse in the Chinese battle for market share, and just as Ganfeng and Tianqi Lithium feel the squeeze for demand. There is going to be increased demand for lithium hydroxide for NMC chemistries and the higher nickel batteries need lithium hydroxide. AVZ Manono is a log
ical source considering proximity via Port Lobito and having the cleanest product after Talisons ensures a predictable supply. Europe is where it is happening. This was unthinkable a few years ago when WA lithium focussed on China and South Korea https://wap.eastmoney.com/news/info/detail/202002071375359628
