Kieth Phillips from PLL discusses Lithium. Some points as I was listening relevant to Wr1.
https://www.youtube.com/watch?v=2BVss251h8c
NCM batteries – Americans want big cars, big range. (NCM is hardrock)
Scale is important.
70billion atm in battery factories for US
US and EU lith hydroxide/carbonate, possible pricing at meaningful premium than China into future (Seperate price mechanism)
North Carolina – 2027 – It will be after Tennessee (Hydroxide Plant) - Pushed back.
We have other aspirations beyond North Carolina. I spoke with potential partners for Tennessee over the last few weeks (Keith was in AU)
US needs spodumene supply - Battery plants will be starved of supply if we dont get hardrock.
Kieth Phillips from PLL discusses Lithium. Some points as I was...
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