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WR1 General Discussion, page-2849

  1. 16,382 Posts.
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    GS haha increase in Lithium mining is not the same as an increase battery grade refining into Li Hydroxide or Carbonate.

    There simply is not enough refining capacity outside of china coming online within the next 12 months to justify what GS believes will be a over supply scenario in 2023 .
 
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