Good News & Bad News, page-4922

they survived the GFC without assistance with fingers in manufacturing across the globe I am sure they will survive, however it should be noted many manufacturers are shutting down production this will probably work in our favour because I doubt they will shut down construction of processing plants for LI,there will be little likelihood of more supply coming rapidly to market so that leaves established players with existing contracts front and centre one would have to expect some impact on spod price moving forward , but no way to verify this, PLS will have a good opportunity in the months ahead to build stronger supply relationships---still sitting and expect the current crisis to rapidly evaporate