https://www.strategic-risk-europe.c...-autarky/1426735.article#.WrrzzxDKAX0.twitter
Interesting big-picture strategic article on given how important China is making their EV targets - and reflecting what we saw in various previous strategic Chinese plays, they predict a deliberate policy of diversifying supply...
[I'm sure their comments apply to first-class, high-quality, global-scale projects in Mali...?]
"To reduce its reliance on the leading overseas suppliers, Beijing will need to diversify the source of its lithium imports, replicating a model it has already adopted for its hydrocarbon sector, according to the study.
“Chinese firms are therefore likely to receive official encouragement to sign offtake agreements and strategic partnerships with companies from mid-tier and emerging production hubs – such as Zimbabwe, Brazil, Bolivia and Canada – to create a more diversified import model,” said Brennan."
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