Thanks @Blackheart I agree there are many moving along the path to supply, however the distinction I mean to make is there is kaolin which is used in the production of cereal bowls which many of those you list will supply to due to the impurities within their deposits.
At the other end of the spectrum, and CR9's Tampu deposit is looking like it could be one of the few, are those deposits with few impurities and the ability to achieve 5N's or greater, which is in high demand in the manufacturing of batteries to the EV market, LED light etc.
Your statement, "there seems to be a lot of supply coming on stream in the future"...is overly simplistic and comparing apples with oranges.
It’s all about the impurities, page-8
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