Unfortunately $FMC’s expansions & debottlenecking seem limited to powerpoint presentations. The former Big 3 member will end 2018 with ~⅓ of #Ganfeng’s capacity.
A LOT has to happen for this to come true: supply ramp successfully, conversion capacity ramp successfully, EV sales underwhelm, etc. Low probability though not zero. https://t.co/Knd3MBTBul
Following the concept of #urbanmining more closely, along with recycling technologies for #lithium and other #battery materials https://t.co/7WHoIdjSEG via @mining
From our Global Lithium Podcast lesson, I think Miss Hersh @BiancaFernet and I would say the new future capacity # at $PLS is “chalk and cheese” vs the original. Australian lithium miner Pilbara Minerals jumps on expansion study https://t.co/ohd9hZ7TWT
How will this affect #lithium#battery supply chain? China is planning to retain local electric vehicle subsidies, sources say https://t.co/DTJSti0Njx via @technology
Last week I had a call with a middle eastern Sovereign Wealth Fund. They wanted to know when the current "oversupply of lithium" would end. I asked their info source. It was a report from a big name bank. I laughed and said they were right to get a second opinion. DYOR.
If you wouldn't be proud of your daughter, sister, or mother in this role, think before you use this argument to defend the practice of objectifying women https://t.co/IDqcNlqQkH
Attn #LITHIUM lovers! Episode 3: The Wizards of Oz of the Global Lithium Podcast is now live at https://t.co/X9v5Tz0OY5 & iTunes. @globallithium and I are joined in Perth by @Neometals_ASX to discuss the #HardRock story and recount our visits to @AlturaMining & @PilbaraMinerals