bcjk3 Much appreciated, nice work
What you put forward makes sense, and agree, at this point it's only speculation.
From a supply/demand perspective, I'm quite relaxed with those funnymentals through end of 2024. If our ramblings comes close to being reality, we see another ~650kt of spod removed from market, so expansion plans shift product mix to hydroxide supply, which ex-China, didn't fall below $10kpt in downturn over past 3 years (now at $13.5kpt), though still a great margin at $10kpt, lowering risk, enabling healthy profit through the whole price cycle.
AIMO, DYOR
Good News & Bad News, page-610
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