AVZ 5.66% 5.6¢ avz minerals limited

Understanding lithium demand, page-9

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    You didn't really answer the question on the timing to market of that 2.175 million dmt of spodumene production capacity (excluding brine and small scale mining) that I presented in that chart on the another thread before you came here.

    Noticed that Neometals have delayed feasibilty on their Kalgoorlie hydroxide refinery citing amongst other things

    "the forecast short to medium term imbalances in the lithium supply chain and other relevant industry conditions"

    When first movers in the industry put statements like this out to the market investors should take note IMO.

    But of course when it comes to lithium there is plenty of freash meat that is happy to buy into any old hype and spin. It's not about that the EV revolution isn't upon us to some extent, it's about supply and demand and the Chinese cartels that control a lot of the funding of the industry from mining to processing.

    We shall see. Esh
 
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