For those that follow Simon Moores of Benchmark you will have noted he testified before the US senate and spelled out for them how far behind the US is in the battery arms race. Zero or low production of all the key EV battery metals. China is way out in front.
This is good news for PLL in my opinion, well located and advancing quickly. I've not heard of Peter Campbell before but he's the FT auto correspondent, very interesting commentary on this podcast. Guy knows his stuff.
https://soundcloud.com/user-685324236/peter-campbell-savannah-europe-integrated-jaguar-21119-828-am
The US is strategically vulnerable - lithium
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