From a twitter post (via SMM) this is the lepidolite production. The key oversupply forecasts have this increasing to 248kt in 2024. December is down YoY on Dec22. This doesn't look like the graph about to average 21kt per month (and head to 28kt/mth average for 2025).
If a few months of 2024 have Chinese Lepidolite around or under 10kt/month, there's going to need to be massive downwards revision of those 248kt/yr 2024 supply forecasts from Chinese Lepidolite. Chinese Spod's also trending down.
PLL General Discussion, page-2086
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