A recent forecast shared by a listed HPA company for those interested. Shows a deficit of HPA supply from 2021. Note that utilisation of capacity is <100% through to 2020 though, so the real deficit for 4N HPA kicks in around 2025 as demand really increases and utilisation reaches 100%.
Some commentary shared to support the CRU data....
A recent forecast shared by a listed HPA company for those...
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