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I think the lithium supply chain news is more interesting, before (Australia->China->Japan->California) now (Virginia-> Texas)

I think you mean North Carolina, not Virginia. North Carolina is where the lithium industry originally came from.

They will also try to source from their own mines in Nevada, but that is a bit further off.

They will continue to also use the traditional route as well for many more years.

Scale requires all suppliers on all levels of refinement.