Banter and General Comments, page-7944

I'm not optimistic enough to have confidence that much supply will come online so soon.

It wasn't long ago that the Chilean's expansion "plans" were effectively slashed, because it is one thing to plan a massive production increase, yet another to actually achieve it.

....and remember this:







As far as demand growth goes, that is a different beast, because the battery factories face far fewer risks and issues with their growth and expansion than the miners do. Miners continues to struggle to grow production as fast as they think they can. Why would this suddenly change over the next few years? We know the money isn't flowing.... We know production from brine is far far more challenging that many assume...

Interesting......