Earlier quoted context omitted.
"Mostly from Australia and Chile" seems like the opposite of baggage, that sounds like about the best you could hope for in a global commodity, so many of which come from unstable regions, conflict regions, or outright adversaries. Yes, I know that China does most of the refining/assembly, but that has little to do with the chemistry. "Building new Na-ion capacity outside China" is probably even harder than "building…
Let's unpack it then. You've stated: >"Mostly from Australia and Chile" seems like the opposite of baggage, that sounds like about the best you could hope for in a global commodity, so many of which come from unstable regions, conflict regions, or outright adversaries. So let's break it down with some facts (all easily searchable.) (1) The graph states that Australia is the largest producer of Lithium, and states tha…
You didn't really refute GP's point.