lithium mining in Australia needs to triple by 2030 for Australia to maintain market share. We produced 86 tonne in 2023 and will need to produce 311 tonne to maintain 43% market share at a NZE scenario. That tells me this mine is getting developed and you can imagine incentive pricing is going to have to go up much higher than today to get these mines built in the next 2-3 years.
lithium mining in Australia needs to triple by 2030 for...
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