If that graph in the OP is true, then how is it that Mt Cattlin is currently the second biggest hard rock lithium mine in operation? An indication of how many projects are due to come online 'soon'? Gonna make for a serious commodity glut if they all hit concurrently.
Suggests to me the real winners in this scenario will be those that can produce off-take at the cheapest rate, not those with the biggest deposit... unless you're buying now in preemption of a 30-year hold.
Putting it all into perspective, page-33
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