@Nimingarra, I can't see "the Chinese production over the last 12 months - admittedly domestic" on that graphic if you meant the production from the Chinese's own resources (lepidolite+brine+spodume).
The red bar is Chinese monthly LCE production and must ben representing the total LCE production in China from;
Own lepidolite and spodumene from Chinese resources.
Own brine from Chinese resources
LCE production from imported spodumene from Australia, Africa, Brasil, etc.
The red bar sits around 80kt per month and it makes 1mt per annum. And that volume is all the Chinese can produce in China.
Because China imports 300kt produced LCE from South American resources then the total comes to around 1.3mt LCE supply.
Then; I can't understand what the blue bar for; "Spod. conc. (LCE) imports" which is around 45kt per month (or 550ktpa)
No idea what the yellow bar "LCE supply) either.
So that graph looks strange to me. I'd appreciate if you could explain it in details to me. .
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