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clock Created with Sketch. 23/09/17
19:55
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Originally posted by Scarpa
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I need to make something clear about 2021 deadline on lithium I have in my head. I expect virtually all demand growth beyond 2021 to be filled by new greenfields projects in production by then (PLS/AJM/KDR to name a few who can also expand and then there is also the silent sleeper AVZ) and brownfeld project expansions (i.e. Greenbushes, Galaxy in particular). The growing market is lithium hydroxide, which can currently be only predominantly supplied by hard rock) but the sleeper here is whether existing brine projects also can fix up its impurity issues beyond 2020 and if so beyond 2021 the potential for new greenfields projects not in production by 2021 to get up beyond that will be reduced IMO. That is the importance of 2021 date IMO and why need to be in the market by then as I feel the projects up and running by then will be best placed to fill demand growth beyond 2021 through what then becomes brownfields expansions.
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@Scarpa has the increasing number of nations confirming the banning of ICEs been factored into your forecasts?
