Haha yet you fail to mention the 20 that have come online that weren't forecasted.
Note a giant battery recycling plant has gone live in china this week. Forecasted equivalent on 15k lce per year.
Eagerly awaiting Wesfarmers report to see what they are doing with mt holland. Are they holding back waiting for hydroxide or selling? Could be even more supply if that's the case.
Good News & Bad News, page-44463
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