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Dr_Vonschellan

05/22/21 10:37 AM

#1008 RE: climber18 #999

Climber18,_the paved_road_to carry_BRZ lithium_to sea_is the_same road
which would carry our neighbors Argentina lithium westward to the sea thus circumventing a long haul round the Cape Horn.

Before you jump into Mongolia I think you might be wise to research Lithium Americas Corp or Arena_Minerals Argentina right next door to the new Ganfeng battery making plant over anything in "new frontier" Mongolia just now.
https://oilprice.com/Latest-Energy-News/World-News/Leading-Chinese-Lithium-Producer-May-Open-Battery-Plant-In-Argentina.html

I am guessing that China's President Xi Jinping trusts Tianqi (in Chile) not much further than he could pick them up off the ground and throw them (after having had to bail them out last year with a huge underwriting co-sign)... but he does seem to trust Ganfeng quite a bit and Ganfeng is going full speed in Mexico and Argentina.

Ganfeng and Jujuy miners in Argentina can haul their lithium westward (straight west) over nice paved Chilean roads for a fee (thanks to the strategic work by NGO Chilean Mining Chamber's high-powered lobbying work in 2019) to Pacific Ocean seaports under current reasonable Chile/Argentina trade agreements for shipping to China (unlike Bolivia) so the Argentina miners will have the lithium edge easily by summer 2022 over everyone else.

The Doctor