Ask ORE how easy it is to get it up and running and the scalability part still stands, it can't be scaled up quickly (how to up throughout) and is subject to some gnarly environmental disadvantages like weather.
James Bay has a resource, is right next to the USA where Tesla is gearing up, that is where it's at for my money.
As to the percentages in China, it is low yes because there is far far more brine in South America yes, doesn't mean that there isn't heaps in China, enough to be majorly economic right near their factories, but they aren't pursuing it.
I'm only going on what I've read as I'm not a geo and I do understand the costs of hard rock being difficult, but it seems to me that it's going to get the job done of supplying the market at high volume and at whatever rate annofftake partner wants pretty quickly. That is for me the key.
GMM Price at posting:
61.5¢ Sentiment: Buy Disclosure: Held