$1 Party, page-99

here's an interesting scenario to play out....
What happens if the majority of aspiring juniors have their timelines blown out and as a result instead of producing in 2024/25, are actually coming online 2028/2029 (see recent examples with ORE, now AKE)
.... now that is just for the traditional operators. this seems fairly likely timeline blowouts could occur

part two of the scenario is DLE - the big unknown. Now yes, it could be the answer many are hoping for - and is showing promising signs. However, apply similar principles - what is the impact on the market if only a few of these projects get off the ground?

so if both extended timelines and limited success from new technologies is the landscape for the lithium market in the next 3-6 years, that squeeze on supply vs demand is going nowhere.

imagine the impact on AGY being a producer in that environment in the future..... exciting times ahead