Sorry folks, I misread the MIN/GFL spod expansion at Mt Marion, expanding by 150kt first then a further 300kt which the later will come on line in 2023. Therefore, bottom line forecast for overall spod and LCE units is 992kt and138kt respectively, i.e. 60% of supply coming to market over said 12 months. But will not affect overall capacity, i.e. 80% of nameplate once ramped and ghosts in the machine are exorcised.
As a result, deficit widens for both 22 and 23 CY's, sort of inline with BMI supply/demand analysis, so spod averages US$4,159 for 22 CY....
Good News & Bad News, page-9353
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