ASN General Discussion, page-21070

Arcadium pulled back of pond expansion in the old Orocobre/Livent brine works and recently pushed back James bay development .
Mt Cattlin pit is depleted yes 450m down from the pit floor is more spod but not a huge amount so it's "depleted" TBH Arcadium floated the idea of selling it last year also . Roughly 200,000 Mtpa in SC6 supply GONE

PLL have been a basket case for some time propped up by SYA - the word I hear on the st is PLL refused their full OTA allocation this year because they could really afford it ......... not sure about other peeps but that usually means SYA would have an upper hand and PLL can say bye bye to that OTA in the condition it's in 100% . Am I heartbroken about it know the PLL CEO takes a salary of $6 million plus bonuses and share bonuses also because that's what's needed in dire macro environment.

there's at least another 500,000 Mtpa of SC6 supply GONE or going by the end of the year from my research . So that's 700,000 of SC6 supply gone before the end of this year so just as reference that's more than all of PLSs annual Mtpa supply "the whole year" .

LTR nameplate is exactly that but it's not going to come on at the click of a finger I wonder what that will do to prices ?????

Regards TT