Thesi’s soapbox questions for Ken Brinsden, page-63

I'm getting to be less and less a believer of this first to market type stuff, as it looks to me that demand is growing much faster than supply.

Every bit of spodumene concentrate that comes onto the market will get swallowed up by desperate converters over the next couple of years as more of the gigafactories are coming online and get built.

From everything I see the shortage of last year and this year will be resolved for a month or 2 with GXY and Mt Caitlin new supplies, but then be in deficit again by the end of the year as demand keeps growing.
Then be the end of next year or early 2018 the Tesla gigafactory comes properly on line sucking up as much supply as they can find. All the while BYD are getting bigger and bigger with increased Chinese demand for lithium chemicals.

IMO just getting to market is important, producing quality spodumene from the get go is really the most important aspect. Whether we are before or after Altura will not matter, as their small contribution will not be enough to even stop the price from continuing to rise due to lack of supply.