RE:RE:Frontier compared its peersThe purity is honestly the only reason I stick around. I think going forward regards EV/ PHEV and external battery storge the purity will be king as there is no shortage of low quality lithium and shady jurisdictions to produce it.
My biggest concern is still the IRA as it unfolds and the lack of anode and cathode production in North America. DLE concerns me as well because if that ever really gets figured out the cost of production is much lower than ore assuming purity remains the same.
You can have all the high grade ore in the world but if we don't have plants to produce the lithium or don't have plants to build actual batteries... it's still China's world and we're beholden to it.
Just my two cents.