- 西澳因为Covid，劳动力紧缺，ALB Kemerton 2项目延期3个月，意味着该地区所有项目都有此问题，影响Supply
- 关于宁德/CATL的钠离子电池，能量密度低，材料颗粒大，适用于低端EV和储能
- 对于未来锂矿产品价格走势， I don't know that we're in what you would call a super cycle or headed toward that. But I think -- I do think prices will be higher than they have been in the last couple of years.
- 这次锂矿价格上涨和上次2018年相比，如何？最大的区别是，上次没有车厂参与，而这次有
- And at that point, that wave is going up. So it's -- how it settles out over time, we'll have to continue to dimension for you, but we're at the early stages.
Friday, August 6, 2021
ALB 21Q2 ER
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