Lithium Related Media Articles, page-67

Wow this is huge news.


Atacama is the greenbushes of brine projects it's unmatched, the rest as we are seeing aren't on the same level in overall quality and work to smallers margins.

A big part of the supply forecast were the SQM and ALB intended expansions, if this new prohibited areas list including atacama which is signs are it will, that is it there will never be any expansion of these project.

Not hard to see why SQM with KDR and ALB with MIN have gone heavy into WA hardrock, it's obviously the future long term, brine resources are huge resources, but sth that has gone unconsidered is, they will be restricted by just how much a salar can handle being pumped out over a certain period.

We have seen just this week
Nemaska blow up their capex leaving way over time and budget, offtakes being cancelled.
Likely death of expansion in Atacama.
North american lithium just stopped production leaving CATL without spod supply.

This is just in a week, prices have been manipulated right down on the chinese spot market, but sth has got to give here eventually.

Lots of supply dropping out, who is gonna step in and partner up with us for the other 50%.