Here is the list of "Advanced Development" Mines. 36 mines in all. If you combine this with existing mines that can ramp up extra production like SQM, ALB, ORE, LTHM and GXY - it would be interesting to see how far off we would be from the demand side.
A very high number of these are not funded and would not be able to produce til 2026 or later.
Some will not doubt be acquired and swallowed up in the upcoming industry compression which GXY and ORE started.
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