Other new supply news.
LTR still a distance away from actually firing up the plant. Nameplate production? Maybe EOY 2025 all going well.
WES/SQM Mt Holland. Apparently the latest news from WES was they were on track to produce 100kt of SC by end of FY. How this is going, I don't know. Kwinana, apparently is on schedule for first production in FY2025 Q3. Good luck with that WES.
Crickets.
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