[defrost]

> So its more like 60% of all global lithium refinement.

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.