That’s precisely the problem. They shout from
the roofs that all the new supply is coming , but when you ask for them to list the supply they are mute. Some general bla about Africa, brine from oil pits etc. The fact is 5% of global supply comes out of Africa. Much is DSO as the lack the infrastructure, mines and expertise to be serious players for atleast a decade if at all. The so called new ways of LIT companies are falling over everywhere. LKE, VUL and even SYA is on tender hooks. It’s all happening in WA and if we are smart we could control price better than the Chinese.
That’s precisely the problem. They shout from the roofs that all...
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