TAW Charts, page-791

TAW is in the box seat along with a few others.
IMO the main supply over the next few years and beyond will come from expansions from existing players. They all have big resources capable of meeting demand. The majors like SQM FMC ALB plus PLS, AJM, TAW, GXY, MIN, ORE, KDR, LAC etc etc.

I see it being more a case of first mover advantage giving a strong leading position which will allow further growth at the expense of marginal new movers. Calderwood is all over it. Get producing then prove up as you go. Next step is increase the resource to compare with peers all the while fine tuning production to make sure it’s running as cost efficient as possible and mid-end of 2018 I think we will start to see more binding offtakes for the second DMS . TAW has the right team in place.

Bloody good buying today wish I had some jam left.