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804 Posts.
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12/08/21
11:41
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As had been mentioned, with RIO %20 & Turkey %60 present global market share.
Just spotted in the last RIO notice which was released today.
Included in highlights Borates 0.2mt, down -4%. 2021 Guidance for 0.5mt, Robust Demand.
page 28
Full ramp up to 2029 ~58kt of Battery Lithium Carbonate
160kt of Boric Acid & 255kt of Sodium Sulphate.
25-35% pa demand growth over next ten years.
No $ numbers given. But it least gives clarity to their likely reserves moving ahead.
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