Yeah certainly got me thinking overnight. I have two questions:...

Yeah certainly got me thinking overnight.

I have two questions:
1) If the capacity reaches the top, say 80kt of lithium carbonate per year wouldn't that deter new mines which still need funding from being funded, which in turn would reduce the total carbonate output which makes little difference to the supply/demand story? Which I think is one of ACs points
2) What is the impact of the likley scenario which could be so damaging as to interfere with an existing producer so badly? I mean, say you inject the full ramped up and maxed out 80ktpa onto the market somehow without any impact on future funding of pop up producers, your telling me that the impact on profits would be so great as to change a forecast of $3.50-$4.00+ down to less than $2.30?

Hmmm...