Tell us about this chart Colin. Do you see a pattern...

Tell us about this chart Colin.

Do you see a pattern emerging...?

How many 25ktpa LCE mines need to come online every year to supply the forecast demand growth over the next decade..?

Are you in asb’s camp telling us that this is not exponential growth..?

You can’t ignore simple facts like this:



Yes, the future is uncertain, but it is sure shaping up to provide an S-curve of epic proportions over the next 10 or so years.

Whatever short-term spod “oversupply” exists will soon be gulped up as big auto scramble to get their EVs introduced in the coming 1/2/3 years. You have seen their plans and investments haven’t you..?

The tide is coming in.