RE:RE:The reality of some of these strategic deals. Is lithium important? Yes as with everything we build all parts are needed. The projected lithium demand curve is big however the observed lead times from discovery to production in lithium mines is much shorter that other needed minerals. Australian lead times are impressive at 4 years and South Americas are 7. Observed lead times for nickel sulphate mines are 12+ years and longer for nickel laterite. These projects need starting now.
I understand your dislike of the ore quality with cnc however ore quality has been declining for years across all types and lower quality ores are becoming the new norm. Really good article that goes over lots in an unbiased way.
https://www.iea.org/reports/the-role-of-critical-minerals-in-clean-energy-transitions/reliable-supply-of-minerals