"thackery pass" (lol you really know your stuff) needs 3bn USD capex. It's not getting developed any time soon.
It's also a sedimentary deposit so there are serious technical risks. Same for all DLE projects, many of which are still listed in the big banks' supply models. LKE for example is dead.
Atlantic continues to be delayed but is planned to be a small producer.
Everything is getting delayed, or will face serious financing challenges while lithium prices remain low. (Winsome luckily has Renard ready and waiting, greatly reducing both financing and permitting risks.)
Meanwhile demand continues to grow.
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"thackery pass" (lol you really know your stuff) needs 3bn USD...
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