Wouldn't LYC 1,600t / Quarter = 6400t per year ?
IF 6400T = 11% of world demand
Disregarding dilution of existing source of world supply ( ARU ) coming on line, for the sake of simplicity
ARU 4400t / LYC 6400t x 11% market = 7.5 % Market ARU
NOTING demand likely to require ALL of any additional supply by 2027 ( less or no dilution - 10% of Market NOT unrealistic )
Ann: Arafura and Hyundai Motor Company sign non-binding MoU, page-22
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