Banter and General Comments, page-10013

Brilliant chart! Thanks for sharing.
I hadn’t seen this one until now.


@fugazied what evidence do you have to back your claims of there being no supply issues, which is certainly contrary to this BMI assessment. You claim heaps of supply coming online - who, where, when?
Keep in mind the very real difference between “plans” and “reality” when it comes to new mining operations or expansions actually coming to realisation - remember that chart that showed the “plans” in 2012 for 2018, and then the “reality” in 2018?... massive overestimation of what could actually get online.
You make some big statements above but lack supporting evidence for punters to judge whether it has a sound basis.