in the battery announcements it has consistently mentioned the extension to 150,000.
Now that the Chinese have created uncertainty / given the fact that they are net importers of natural flake / that there is rapid expansion of energy storage in all forms / we are talking a year or two out / and all those 200+ gigawatt factories being built it does not take much of an interest from all the parties mentioned to soak up 150,000t.
Well it's only another 90,000t in reality that we are looking for.
Juju.
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