With the amount of contracts that CATL have signed I cannot see them having NEARLY ENOUGH lithium to fulfil their needs(lithium suppliers fully contracted/brine supply issues). They are desperate for the white stuff!
Possibly NAL(a pip squeak) may go to suffice short term needs, but Lithium Plus(CATL) stake in AVZ is significant!
I am waiting for further metallurgical analyses and DFS to be the significant catalysts for CATL to take action!
AIMO
CATL makes its entry via Lithium Plus Pty Ltd?, page-204
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