Big year ahead, page-116

sorry kickass
did some calculating and assuming Epanko opens 2016/17
then Stage 1 is 2018/21 and stage 2 the 100kts is 2020/22.

now that's in line with Demand Figures Calculations by Industry Figures like Steve Riddle of Asburys for example who find 200kt production forecasts incredulous
BUT Asbury's tracks mostly New Barbarian Demand and Import Substitution [Barbarian= US/Japan. Korea and Euro]
What the Dragon [China] Demand is unknown, other than it is thought Import Substitution may be "resisted" while new demand is met by Value Adding for Barbarian EXPORT.
It's all very confused [like some find my writing style].
It's Super Pits vs Boutiques. Dragon and the Barbarians. Old Establishment 100year old graphite Firms meet the new kids on the block and they hum Cat Stevens
It's not time to make a change, just relax take it slooowly...
it'll still be here tomorrow but your dreams may not..

great song heard it?

Anyway it's a Great Template of Reality for a 'gun' new producer like KNL.


happy holding