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D W
Sean Foo
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Comments by "D W" (@DW-op7ly) on "Fatal Mistake: Argentina Offers Its Lithium u0026 Critical Minerals For US Money u0026 Investment" video.
@travel.with.frances the last time the USA left their bases in the Philippines they dumped their toxic waste into Subic Bay and left 50k half/half babies behind. I think Filipinos/Government only see the money thole new US bases will bring not the missiles in a potential conflict
13
Well this scenario is still bad for Argentina the west looking for Argentina to increased supply, lithium prices already dropping will go down further than they have recently As there will be pressure from the USA and EU, for Argentina to drop prices even more. Because of how much they will have to spend to be able to refine the Lithium 👇 Bottleneck at the lithium refining stage Despite being extracted globally, the process of refining lithium into battery-grade lithium hydroxide is mostly concentrated in China. This causes a significant bottleneck for lithium supplies at the refining stage. In order to overcome this bottleneck, a Benchmark Minerals analysis projects that the lithium industry will need a $42 billion investment in order to meet the projected demands for battery-grade lithium in 2030. This equates to $7.2 billion/year between now and 2028 needed to accommodate the demands for the growing EV and renewable energy market – especially as Europe and North America move to reduce their reliance on foreign supplies. This centralized lithium refining system is also vulnerable to supply chain issues. As evidenced by the COVID-19 pandemic and the recent microchip shortage, a similar situation could halt battery production at a significant scale. This would result in a substantial decrease in the availability of consumer goods that rely on refined lithium, such as EVs. Mangrove lithium
5
Yea so true…. And with the west looking for Argentina to increased supply, lithium prices already dropping will go down further than they have recently As there will be pressure from the USA and EU, for Argentina to drop prices even more. Because of how much they will have to spend to be able to refine the Lithium 👇 Bottleneck at the lithium refining stage Despite being extracted globally, the process of refining lithium into battery-grade lithium hydroxide is mostly concentrated in China. This causes a significant bottleneck for lithium supplies at the refining stage. In order to overcome this bottleneck, a Benchmark Minerals analysis projects that the lithium industry will need a $42 billion investment in order to meet the projected demands for battery-grade lithium in 2030. This equates to $7.2 billion/year between now and 2028 needed to accommodate the demands for the growing EV and renewable energy market – especially as Europe and North America move to reduce their reliance on foreign supplies. This centralized lithium refining system is also vulnerable to supply chain issues. As evidenced by the COVID-19 pandemic and the recent microchip shortage, a similar situation could halt battery production at a significant scale. This would result in a substantial decrease in the availability of consumer goods that rely on refined lithium, such as EVs. Mangrove lithium
4
Well this scenario is still bad for Argentina the west looking for Argentina to increased supply, with lithium prices already dropping, they will go down further than they have recently As there will be pressure from the USA and EU, for Argentina to drop prices even more. Because of how much they will have to spend to be able to refine the Lithium 👇 Bottleneck at the lithium refining stage Despite being extracted globally, the process of refining lithium into battery-grade lithium hydroxide is mostly concentrated in China. This causes a significant bottleneck for lithium supplies at the refining stage. In order to overcome this bottleneck, a Benchmark Minerals analysis projects that the lithium industry will need a $42 billion investment in order to meet the projected demands for battery-grade lithium in 2030. This equates to $7.2 billion/year between now and 2028 needed to accommodate the demands for the growing EV and renewable energy market – especially as Europe and North America move to reduce their reliance on foreign supplies. This centralized lithium refining system is also vulnerable to supply chain issues. As evidenced by the COVID-19 pandemic and the recent microchip shortage, a similar situation could halt battery production at a significant scale. This would result in a substantial decrease in the availability of consumer goods that rely on refined lithium, such as EVs. Mangrove lithium
1
Well this scenario is still bad for Argentina the west looking for Argentina to increased supply, with lithium prices already dropping, they will go down further than they have recently As there will be pressure from the USA and EU, for Argentina to drop prices even more. Because of how much they will have to spend to be able to refine the Lithium 👇 Bottleneck at the lithium refining stage Despite being extracted globally, the process of refining lithium into battery-grade lithium hydroxide is mostly concentrated in China. This causes a significant bottleneck for lithium supplies at the refining stage. In order to overcome this bottleneck, a Benchmark Minerals analysis projects that the lithium industry will need a $42 billion investment in order to meet the projected demands for battery-grade lithium in 2030. This equates to $7.2 billion/year between now and 2028 needed to accommodate the demands for the growing EV and renewable energy market – especially as Europe and North America move to reduce their reliance on foreign supplies. This centralized lithium refining system is also vulnerable to supply chain issues. As evidenced by the COVID-19 pandemic and the recent microchip shortage, a similar situation could halt battery production at a significant scale. This would result in a substantial decrease in the availability of consumer goods that rely on refined lithium, such as EVs. Mangrove lithium
1