Understanding lithium demand, page-741

This is what trying to paste but seems to have a block on it/from Tianqi Lithium

The quality of spod,( grade & impurities) impact the conversion process and quality of lithium chemicals that can be produced following the conversion process.
The Greenbushes spod has a leading reputation in the market as being consistently the highest grade with the lowest number of impurities ( including iron).
To maximize lithium recoveries and ensure optimised cost of production ,conversion plants should be designed based on the spod feedstock.

Converters who flip and flop between spod feedstocks will ultimately get themselves in to trouble sooner or later.
Being vertically integrated is key to success in this game .

ALL IMO