Thanks djr. CRU would have access to information that the average punter does not.
Their 1.3Mt of new demand over 5 years is 2%pa compound growth. If growth is 2.5%pa as others predict an additional 380ktpa is needed after 5 years.
Demand grew 2.6% in 2017.
http://www.ilzsg.org/pages/document/p1/list.aspx?ff_aa_document_type=R&from=1
And while we wait ....., page-5
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