Spot the available lithium supply for next 18 months,
GXY has sold all Mt Catlin production for LOM, SDV ramping up from late 2022 and all going well, meaningful supply by end of 2023
ORE sold out until June 2022, and most of their product will be heading the Japanese conversion facility next year.
SQM just signed a 7 year offtake with an EU coy, which follows a 5 year contract with LG ES late last year
ALB/Tainqi - Greenbushes all heading to their respective conversion facilities.
ALB/MIN - Wodgina heading OZ conversion facility in August this year.
GFL/MIN - Mt Marion running close to nameplate, all shipped to GFL conversion facility.
PLS - Once plant 1 improvements complete, assume will be running at nameplate and sold out. Plant 2 might be available late this year, early next. POSCO JV, requires stage 2 plant 1 expansion, with POSCO taking all the expanded capacity.
LAC/GFL - ARG project ramping up late 2022 and all going well, meaningful supply by end of 2023
A very tight market for the next 3 years, as a result, Simon Moores from BMI has forecast that prices will keep rising for 2 to 3 years from here on in.
Good News & Bad News, page-484
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