It's in Kent Masters' interest to provide the rosiest possible picture about demand, for obvious reasons. Regardless, 350 ktpa in the next 18 months seems like a pretty easy target to hit @GCar.
SQM/ALB combined expansions - 110 ktpa
Arcadium expansions - 95 ktpa
Mt Holland (WES/SQM) - 50 ktpa
Goulamina (Gangfeng) - 67 ktpa
Cauchari Olaroz Stage 1 - 40 ktpa
Centenario Ratones (Eramet) - 24 ktpa
Total - 386 ktpa
There's enough production coming on line in the next 18 months to maintain a state of oversupply, and that's just from seven companies. It's not an exhaustive list as I haven't counted expansions from Sigma, PLS and MIN, nor near term production from LTR.
Tick-tock like a broken clock.
Li-related News/Articles/Reports, page-8155
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