Hi Polly, there is 2 sides to the ledger, you only looking at supply.
You mention new production coming out of Canada, can you please list those companies that will be producing in the next 12 months and expected nameplate production?
I think we get increase of c. 100,000 tonnes of LCE out of South America over the next 18 months, gradualy increasing from there, which by the way, has already been sold.
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