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MAX Episode #11 - Henry Sanderson, Author - Volt Rush, Executive Editor - Benchmark Mineral Intelligence

China EVs & More

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GM's Deal With POSCO to Build a Cathode Plant

The 2024 seems really unrealistic because it takes so long to get that first mass produced volume of raw materials ready for a battery cell to be available. So you could see lithium come from Argentina and Argentina, from Australia or actually anywhere,. And this is something we could see in Cobalt as well right? Instead of going from the Congo to China, which it all does at the moment, could see it go from the DRC to Canada and be processed in Canada.

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