https://www.spglobal.com/platts/en/...ficit-road-map-will-future-supply-meet-demand
So SP Global see a structural deficit until 2030 with currently spodumene concentrate surged 588% to $3,100/mt FOB Australia basis.
From our DFS
Spodumene concentrate production of 506ktpa increasing to a peak of 880ktpa4
ASIC US$312/t
LLL is going to be very a profitable business. Understatement!!