RE:Albemarle question?The interesting thing about ALM, they have been producing in site for 50 years or so and the brine contained up to 500mg/LI and have over the years deteriorated to 70-200 mg/li. The climate in Nevada is not perticular good for evaporation ponds, think they have a 6 months longer time in the basins or so compared to more ideal locations. And they have strict wateright, so production has become much less attractive ( medigated by much higher lithium prices of course) so with the new Bateman technology 70mg/li is absolutely fine. ALM was privately owned and bought "recently" hence they might be reluctant to throw another usd 300.000.000 at that site to really access a very viable production and not having watertight trouble. The brine is recharging but clearly at a much slower rate hence lower values.
therefore I could see a scenarios as Eric briefly touched upon from Leo that one superplant was build by PE and shared with ALM under some sort of agreement. Pure speculation from my side. There is an upside for both in this scenario.