200,000 tonnes a year supply out of SQM and ALB (Albemarle)?
Are they sure about those numbers? That would put ALB as a SCREAMING BUY!
Quote: "In return SQM will be able to produce an extra 349,553 tonnes of lithium until 2030 from the Atacama desert."
https://www.ft.com/content/0480491a-b6da-3c1b-810a-bfa1fa2d72be
349,000 tonnes divide 12 years = about 29,000 tonnes per year.
ALB must be picking up the rest? 171,000 tonnes per year? Thats some serious expansion if true!
General Comments & Banter, page-234
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