Li-related News/Articles/Reports, page-8173

@GCar

I'm happy to adjust for accuracy's sake, but then of course we should include those projects that I omitted if you want to nitpick. So now that you're moving the goalposts to 450 ktpa in the next 18 months, let's explore that further, with the inclusion of additional projects:

386m ktpa minus all Arcadium expansions (95 ktpa) = 291 ktpa

Kathleen Valley (LTR) - 60 ktpa
Grota De Cirolo (Sigma Lithium) Phase 1 additional production to hit nameplate - 8ktpa
Grota De Cirolo (Sigma Lithium) Phase 2 expansion - 33ktpa
Neves Project (Atlas Lithium) Phase 1 - 20 ktpa
MINRES expansions - 40 ktpa

Total - 452 ktpa

Once more, that still excludes a number of other projects (e.g. PLS P680 expansion, Zimbabwe projects, etc), and all Arcadium projects, even though we know that Olaroz Stage 2 is ramping up as we speak. So like I said, there is sufficient capacity to maintain oversupply for at least the next 18 months, if not longer, even with your adjusted 450 ktpa figure, based on Kent Master's optimistic and self-serving estimations.

Like you always say: focus.