Li-related News/Articles/Reports, page-8189

It's a bit odd that you want me to consider issues and delays for those projects, all of which are funded and either complete, under construction, commissioning or in ramp-up, yet you're happy to assume that AGY will have the 10 ktpa expansion built just two years from now, despite the fact that it's unfunded in a depressed market. There you go again with your ridiculous bias.

Oh and I also find it funny that you're happy to consider 450 ktpa additional demand in the next 18 months as a firm target, as if there couldn't be issues and delays on the demand side as well.