Gsdsitgs, I agree with most of your points except......... If European mines get European finance... they will be obliged to buy European lithium. Just think about what the Greens would say about the 'sea miles' from Chile or Oz. They would have a field day.
RE: VW is in direct talks with battery material suppliers17 Jun 2021 12:49
For example ENERGY STORAGE NEWS (06/06/21) suggests that Germany, France, Italy, Spain, UK and Ireland are all adding additional domestic electric storage capacity. I assume these all use lithium as one of the components.
It would be very interesting if US investors on this chat identified themselves as such, with US added at end of comment. This would help to identify level of interest from that market. Thanks. (Irish investor)