Hi aiki99
What you have said underlines why Sc production from mines such as CLQ and others are proposing is an attractive proposition.
If these firms you mention are going to the expense of producing Sc the market is obviously expecting a further uptake of use. Your figures estimate around 80 tonnes of new supply from multiple different suppliers and the smaller ones it would be at great expense. CLQ has indicated on DFS being able to supply this amount after ramp up by itself , and would probably be at a lower expense due to size of plant and the other products produced. Another company in NQ is also proposing being able to supply up to 70Tpa and another mine in NSW owned by a Canadian firm proposing 50Tpa.
It is good that the other companies you mention are building the market to let the far bigger producers, being proposed, to benefit. This may mean the producers you mention becoming uneconomical to supply in the future due to such low outputs and Opex higher when the cost of Sc comes down due to much more supply coming into the market.
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