This chart you posted might summarise "the rest" of their "analysis", beyond 2023 as mentioned here:
Those "current" numbers (from the tweet above) seem to align with the chart i.e. "84kt deficit in 2022" and "small surplus" (basically even) for 2023.
So, their 2024 forecast is oversupply (circa 200kt), and again for 2025 (circa 400kt).
WOW looking at how substantially they just changed their tune, however, I expect them to do it again, multiple times... of course, it has NOTHING to do (cough cough) with their trade positions LOL and fleecing the market LOL I mean it's not like they can gain financial advantage from such "analyses" can they????
Maybe they need to learn about exponential growth.
Here's a chart that might be useful for that:
Oh hang on, they indeed know ALL ABOUT exponential growth etc etc.... Just play dumb for the cameras/headlines.
Muppets.
