MIN are not selling there spod to the market they are processing it to a finished product, which is in deficit. The narrative is good they are talking about x amount of spod being produced but alot will not make it to the open market. Joe and other advisors are saying MIN will sell the subpar product to the market and keep the good 6% stuff for there own converters. Plus supply needs to be quantified and is a 6 Month process and 12 months for carb or hydroxide. how much demand will be higher to absorb any supply i would think alot.
Fantasy saying market will be awash wit spod in 6 months. Maybe 6 years
MIN are not selling there spod to the market they are processing...
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