Hi guys, interesting article/perspective on Ganfeng Lithium and...

Hi guys, interesting article/perspective on Ganfeng Lithium and Tesla deal and the distinction between profitability of lithium mining business VS lithium processing business :

https://seekingalpha.com/article/4207990-tesla-lithium-supply-secured

Tesla - Lithium Supply Secured?

Summary

Tesla signed a large deal for lithium supplies with Ganfeng Lithium.
Ganfeng Lithium is billed as China's top lithium producer.
Reality is a bit different