In the summer of 2023, Vasileios Tsianos, the vice president of corporate development at Neo Performance Materials, started getting calls from government officials on both sides of the Atlantic.

Chinese hydroelectric power plans in Tibet threaten to destabilize the Himalayan region’s ecology and politics.

Turns out, the 5.9 million tonnes was an “inferred resource”. This is a fancy way of saying “we think the lithium is there, but we don’t know if we can actually extract it profitably”. Turns out, the ...

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