ARE WE IN THERIGHT PLACE REGARDING SHARES? YOU BET WE ARE.
Lithium chemical demand tosurpass 1.5 million tonnes LCE in 2026 from 690,000 tonnes in 2022.The race to develop projects continues. The 16 assets identified here willcontribute to meeting much of the demand growth if they successfully ramp up tofull capacity. Correspondingly, any potential failure in delivering onproduction as per plan will exacerbate market tightness. Existing operationswill keep benefiting from unprecedented prices. We expect an improving supplyenvironment, but it may still fall behind demand, especially in 2024.
Cornish Lithium news UK parliament speech, page-11
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