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Ann: Altura Completes October Shipments of Lithium Concentrate, page-132

  1. Rupfel
    10,587 Posts.
    lightbulb Created with Sketch. 1358
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    02/11/19
    20:02
    Post #: 41219269
    I am starting to wonder who is supplying current demand whatever quality.
    SQM ALB output severely reduced due to water politics.
    ALB not shipping from OZ
    Tianqi not shipping as much anymore.
    That's over 60% of world supply.
    MIN no more PLS GXY reduced.
    No new Canadian suppliers ramp ups not eventuating.
    AJM Price at posting: 5.7¢ Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 2  Upvote
    lightbulb Created with Sketch.  Great analysis
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