Supply chain for battery materials is precarious.
Options for merchant or integrated lithium chemical plant both stack up
Long-term lithium bulls absent sale process so far
Prefeasibility study to follow more metallurgical work to demonstrate initial project economics
Rhyolite Ridge's Asian boron sales and distribution network set up
A shift away from public transport post-COVID could give the auto industry a boost.
Improved discipline could set the stage for a price rally when demand eventually recovers.
Mineral demand expected to surge, but production must decarbonise
Any capex increase likely to be within contingency
WA plant also being slowed as part of capex cuts
Gerard Reid predicts a strong rebound for EVs once the dust settles
Avalon is attracting growing interest from the impact/ESG investment community