That's not true. There is ample supply for steady state production. The processing systems are currently under commissioning. The actual ponds themselves are fully advanced with expansion plans on the cards meet the future 12 TPA. AGY currently have more than enough lithium for the 2ktpa plant which does not necessarily run at an actual 2000 tpa, the plant has a 'nameplate' of 2000 tpa. Sorry but you seem to be making bold statements here that are nonsense.
Back in 2021 there was so much product they were harvesting and offloading the salt and tgat process is repeated every 2 years. AGY are in a position to produce more Lithium than they can handle. The delay is commissioning the plant for continuous production.
AGY Rincon Plant Progress, page-466
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