The Non EV Perspective: Batteries Rule, but Glass PaysThe board puts a lot of post on the EV and battery component.
Not promoting another company with this post - but the research provides the value of the Glass Industry for lithium which could be very relevant for us.
It starts with the following:
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Batteries Rule, but Glass Pays: Most junior lithium producers are focusing on making battery chemicals. While we think there is a place for this, done right, we like companies that can make money the old-fashioned way, by selling spodumene concentrate to glass/ceramics makers, the way that Talison used to.
Here is the link to the
Link