Yeah, I think you are correct, there is FA extra spod available in the market right now, CXO will put a small dent in that problem late this year, more so in 2023, but the rest of material coming online is all stitched up for associated converters, so it wont address the problem for the Chinese converters who don't have offtake contracts, so BMX via Ngungaju supply might carry through until PLS need to feed the POSCO JV plant, mid 2023.
Good News & Bad News, page-7467
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