And that is just with the clown show. Australia is rotting with socialism and de industrialism, and so woke in cultural heritage, and net environmental zero red tape.
Not to mention the ring of steel that China would apply to AUS exports in a China - Taiwan - USA/ AUS conflict.
What a little ripple in the supply chain would trigger lithium 3.0 - earlier than natural attrition of mines and delayed of others , and Canada is the best man still standing in the fight for the best jurisdiction. Now if Pierre Poilievre wins the Canada election in about a year from now, put them on top of the charts for wanting to develop a critical minerals EV supply chain. (my previous post on Pierre interview to reduce approval times for mineral developers)
Pierre is like Argentinas Javier Milei.
Canada is on the rise. Australia is in decay.
So just keep in mind, all the projected supply that may not materialise, even like that in Serbia where a major RIO tinto lithium project is being protested.
https://www.nytimes.com/2024/08/18/world/europe/serbia-lithium-mine.html
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