I believe concentrate was excluded from this which I imagine most of the planned exports would have been.
If SF is on the money then the planned output for the next year certainly won’t be too much to be concerned about. Personally I’m just trying to rule out any surprise unaccounted for supply before putting more into this, and it’s some of these larger African hard rock resources that could theoretical ramp up more easily that I’m trying to research. Africa and Brazil often seem to get left out of discussions and it’s difficult to know what the various supply/demand forecasts have included.
I’m much less concerned about the brine operations as they are far more complex and often seem subject to delays/issues.
Good News & Bad News, page-21206
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