Have you any idea what the situation is with briners? Lower cost base for incumbents so still making money at current prices but we all know project development costs have tripled since the early days, pre 2017. So assumptions for projects would require much higher capital. At current prices, we await brine project expansion deferrals being announced.
PLS, glad To be here at P680 with supply forecasts starting to look like a goat rodeo.
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