Banter and general comments, page-11482

CXO will jump into production and benefit from the undersupply in the market. Goldman and cohorts have spread questionable supply figures and dollar amounts but the simple fact remains that there will be undersupply, prices will marginally suffer, but short term producers will bank dollars. Best positioned are hard rock over brine or DLE, due to the ease of mining and easy tonnage available by 2025. Far less can go wrong with proven hard rock mining techniques. DLE and some brines may or may not encounter problems as they move to production.