Catch up man! Plenty here have explained the likely motivations behind the SQM “forecasts”.
Why would they dare paint a rosy picture and encourage competition..?
It’s not about “my point of view”, it’s about evidence-based risk-weighted forecasting.
Put some numbers up on supply then, since you keep telling us that it is going to be too much.
I can’t fill in the blanks on 1 million extra tonnes of LCE per year within a decade. Who? When? Where? How?
Keep flip flopping to suit your pip trading. You’ve shown your colours with the way in which you rub salt into the wounds of most of the people here (eg all the longs) every time the sp drops. Sick pleasure from the losses of others.
Top bloke.
Anyway, how bout those numbers. Fill in the blanks.
2029 producers totalling >1Mtpa LCE =
1)
2)
3)
4)
5) GXY 100,000 tpa
6)
7)
8)
Go hard.
Good luck.
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