Is it me or do I think in long turn the global downturn plays well into our hands?
Whose gonna build a new mine in these conditions? Market has no appetite. But demand for LIT won't go away, only will increase.
Ie imo this global downturn will see price increase as ssupply unable to keep up due to lack of new mines.
Once there is significant pressure then others will build lit mines, but that still gives us a good couple years of high returns first before the added supply comes online.
What am I missing?
AJM Chart, page-5224
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