Why should a brine sourced chemical producer cancel an expansion...

Why should a brine sourced chemical producer cancel an expansion that is well underway?
Should they wait until the lithium cycle ticks up again and expand at a delay to its marginal competition? I'm confident that as soon as the outlook improves wrt Li Chemical pricing half a dozen spodumene mines will commence expansion.
ORE is selling its product for current margins in excess of 40% at a price that makes non integrated spodumene sourced chemicals unprofitable.
ORE is not a marginal spodumene miner.
The reason it gets such favorable financing terms is because it is an asset of strategic importance for Japan. The partnership with Toyota has been a blessing.
AIMHO