I am not sure there is any additional supply available @Rupfel, the only other spodumene producer that sells outside of its supply chain Galaxy but they won't even be producing enough to meet its own contracts.
Read what Paul Graves of Livent said about their availability.
With respect to volumes, we do not expect to have any additional capacity available this year. However, we do expect to produce an additional 2,000 tons of carbonate in Argentina compared to 2020, due to the volumes lost last year from COVID-related shutdowns. Additionally, we have over 4,000 tons of combined carbonate and hydroxide inventory that will carry forward and expect to sell in 2021.
We also carried 4,000 tons of hydroxide inventory, largely produced from third-party source carbonate into 2020 to meet higher expected customer demand. While much of this higher cost material has now been worked through, we are carrying a slightly higher amount of inventory between hydroxide and carbonate into 2021,
We would like to have more balanced between carbonate and hydroxide, but we are – first and foremost, going to be a hydroxide producer.
The third party carbonate suppliers I believe includes Orocobre, and once Orocobre complete their Naraha hydroxide plant in Japan under their partnership with Toyota how much of that supply will be accessible to Livent?
If Livent are going to sustain or expand their agreements they will need to find supply from elsewhere, because their constant delaying of expansion at Hombre Muerto seems to be leaving them open.
They do have an arrangement tied to Nemaska, but how far that is off from producing any lithium chemicals is anyone's guess. The project was in serious disarray when it fell over.
Perhaps Livent is a company that might want to sign up for some of that available spodumene.
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