Alb and tianqi shipping from greenbushes, cg2 in ramp up currently, I'd give it 6months to nameplate. Cgp1 was around the same. That operation is second to none.
Cgp1 700ktpa+ cgp2 500ktps = 1.2mtpa sc6.
They can really squeeze competition out of the market given their low cost base.
Cgp2 is another 2.5 ajms that just got turned on. The market needs to absorb that somehow.
Ann: Altura Completes October Shipments of Lithium Concentrate, page-138
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