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by panick21_
1162 days ago
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You need lithium refinement not just for batteries. You don't need lithium as poor for other applications, but its still has to be refined. So its more like 60% of all global lithium refinement. China has less % of that in terms of battery materials production, as that is also very common in South Korea and Japan. > and the coming changes as proposed plants Yeah but its not only the rest of the world that has plans. Lithium refinement capacity in China is also growing. Partly why Tesla is building the refinement plant is because of Chinas dominance. |
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This is poor reasoning.
> Lithium refinement capacity in China is also growing.
Falling in a relative sense, particularly now that the movement globally is against offshoring the filthy end of rare earth semi conductor, solar, battery, etc production to China.
China's dominance of REO production came as a result of a practice of shipping global concentrates to China .. in a production sense these are relatively low tonnages (dwarfed by iron ore etc shipping) .. and with large plants planned outside of China (eg the one linked above in Malaysia) there is now will be significant competition | options for locations where concentrates can be refined.