Yeah - I really can't say that Lowry seems overly credible to me. "This time is different" with regards to what SQM will do with their raised production quotas - could he be the black knight in monty python? Is his view independent or is he an industry cheerleader? I've only read snippets of his views, so maybe I have only seen things I personally don't think stack up. MS view on supply seems to stack up with my own quick numbers on potential supply. Demand is the main issue in my opinion, and it will be incremental and based on what consumers and governments choose to do IMO, and impossible to forecast accurately at this early stage. Potential Supply is much easier.
