Ps. Albemarle’s expectation is for over 300ktpa required every year, that is why I said “an additional 350kt” in the next 18 months i.e. on top of the 110kt you mentioned; i.e. over 450kt in 18 months.
Have another go, and be sure to factor in ramp-up timing into the projected supply side.
Probably factor in some supply side delays too, as we all know how common issues and delays are wrt to bringing on new supply….
oh and of course - just in the back of your mind - don’t forget to ponder the sensitivity of the supply-demand balance to demand scenarios rising even moderately above the base case… e.g.
Good luck
Li-related News/Articles/Reports, page-8169
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