Lithium, page-1362

John Mitchell - Albemarle Corp in the same Q3 earnings transcript:

So, just one comment to add with regard to the boom-bust comment. Our view on supply-demand is that it will remain in balance through 2020. Beyond 2020, none of us have a crystal ball in terms of exactly what the inflection points will look like, in terms of the EV adoption and who will actually figure out how to build capacity the right way.

But one thing, I think we have a high degree of confidence on anyone that has built any kind of large scale chemical plant understands this, it's one thing to announce a project. It's another thing to actually build it, commercialize it, qualify it, et cetera. And if you just look at what it takes to bring on capacity, we have hundreds of engineers and scientists working as fast as they can on our projects. But if you look at the marketplace and what it takes to bring on this capacity, I think you'll find some comfort in our prediction that the market will stay in balance through 2020.

Full link: http://seekingalpha.com/article/402...-results-earnings-call-transcript?part=single