Yes, but I think your underestimating the absolute shit load of poor grade phosphate that can be loaded into a TPA market.
also how much that market would actually need to expand. Like atm Morroco produces something like 12million tonnes a year and that's them holding back supply and that's 10% of market.
so your full phosphate market is around 110 million tonnes a year, atm chemical use is maybe what 6mill tonnes, maybe LFP takes it to 9mill tonnes by 2030?
i can't see AEV winning 10% of that market share.
genuinely happy to discuss
Yes, but I think your underestimating the absolute shit load of...
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