If you're going to criticise my post, please take the time to read it first. The red rectangle was highlighting that Arcadium is still expanding, which I clearly mentioned just prior to that. I also discussed Mt Cattlin entering C&M, yet you accused me of cherry-picking and even posted a screenshot of the Mt Cattlin news as if I hadn't already acknowledged it. Enough already.
As for your comments about C&M for projects that are "about to start," I'm curious to know which ones you think will be entering C&M "in the coming months?" You mentioned there would be no shortage of examples, yet you haven't explained who is in a position to do so or why.
Regarding your final question, "Is that break even for Canadian spod?" No, it's SYA's latest OPEX figure. There’s no such thing as "break even for Canadian spod," just as there isn't one for Argentinian brine. If there were, Arcadium wouldn't still be producing lithium carbonate while AGY has Rincon in C&M, would they?
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