Need to compare apples with apples.
Iron ore oversupply not the same as exponential growth in lithium from 2020.
Billions of $$$ available to developing countries to reduce carbon emissions.
Huayou Cobalt less than 20% even if they convert options.
Manono is no ordinary deposit ,downstream converters dream for lithium hydroxide production .
ALL IMO
CATL makes its entry via Lithium Plus Pty Ltd?, page-283
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