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Banter and General Comments, page-14867

  1. 4,033 Posts.
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    Hi@INVESTA33,

    I just thought I'd point out that it's not a typo in the S&P article, they were definitely stating that Australia would be producing an additional 400 ktpa. The correlation with the total figure from the Aus Govt report is just a coincidence. A graph from the full S&P article is below and demonstrates just how ridiculous some of the "analyst" forecasts really are. S&P expect Australian production to be ~700,000 tpa in 2022. Something tells me we won't be more than tripling current production in the next 2 years. There are gigantic holes in these estimates that a couple of extra Greenbushes still wouldn't fill.

    https://hotcopper.com.au/data/attachments/2147/2147429-06ea9a9c867dce695b7bba18f46cf083.jpg

 
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