Huayou run reminds me of last year when Tianqi and Ganfeng...

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.