Bly..........you say in paragraph 3 that even if ADY increases production by 5x it would still not meet the demand in the market.
You then go on to say that if ADY comes on line with 12 % of world supply it will push the price of LI down.
Dont get me wrong I thought your post was great there just seems to be a contradiction in your thoughts.
As allways a simple supply and demand situation will arise and so far it seems demand may exceed supply.
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Bly..........you say in paragraph 3 that even if ADY increases...
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