WR1 General Discussion, page-27348

I disagree.

It makes perfect sense in a market outside of China. China has demonstrated it will do whatever it can to achieve the lowest cost. Quality and standards have absolutely suffered. Other countries are not that mercenary and will use other means to compete.

Many countries do care about ESG so a small margin on top of a price that is no longer at $8000 a tonne is entirely sensible. A smaller subset of those countries will mandate ESG and so ESG compliant product will be in higher demand, generally. It will happen even if you want to pretend it won't.

There are already other markets with different prices, albeit for different reasons.

Lithium is not a commodity, it is a specialist chemical. So very high quality (not SC2.5 crap from South America), ESG compliant material produced at the lowest end of the cost curve and immediately available in the NA market, will be in very high demand.

A winsome windfall, if you will.