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Major Markets
Key Competitors
Lithium Americas
Standard Lithium
Albemarle Corporation
Lithium Americas
Key asset in Thacker Pass (large scale)
Experienced management team
Focus on North American supply chain
Permitting and legal challenges (Thacker Pass)
High capital expenditure requirements
Dependence on single major project
Growing demand for domestic lithium supply
Potential for DLE technology adoption
Strategic partnerships with automotive OEMs
Regulatory delays and opposition
Volatility in lithium prices
Competition from established players and new technologies
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