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サマリー
あらすじ・解説
I answer listener questions on this episode.
Topics:
The Future of DLE
Argentina production in 2025
Black Swan events
Can the US work with China?
The Pilbara/LRS deal
Is it time for more M&A?
US production in 2030
EU lithium potential
Hard rock vs brine
The Salton Sea
Is LFP the future?
Oversupply - how long?
SQM as a barometer of price
Rapid fire