Huayou run reminds me of last year when Tianqi and Ganfeng separated from the pack and went north, with the explorers and developers following later; China lithium chemical convertors in red and lithium feedstock developers/suppliers in blue:
Now this is the picture for Huayou vs cobalt feedstock developers/explorers, with DRC based in green and non-DRC in blue:
I don't really do charts but I try and follow general market shifts and find the chinese chemical producers generally lead the moves for battery metal feedstock developers/explorers.
