Shake-up to position the company for growth
Cites national security grounds
US heavily dependent on China for critical minerals
Ganfeng doubles down on Argentine play
Follows key equity investment by POSCO and rising nickel price
Initial 25,000tpy production
Growth with decarbonisation the challenge for Tristan Pascall
China becoming lithium investor of choice
MOU follows agreement with Ternium struck in August
MOUs now in place with three of the world's top steelmakers
Lithium prices still rising
Bumps in road ahead, but EV demand shows market turned a corner
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