Road development will screw the James bay lith players. LoL
North America supply chain investment ramped up in the past 18 months. 2018/19 and build now because the region needs to hurry up. They are falling decade behind China in up and down stream.
The billions invested by govt and private is to catch up.
Refiners need rock. James Bay has plenty.
Dont think North American will give up and let China dominate.
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