All the more reason why delays are a disappointment, it is a missed golden opportunity IMO.
Any current producer is going to be killing the pig over the next 2-3 years until new supply enters the market. PLS, GXY, ORE, IGO etc are going to make some serious money.
The difference between being one of the 1st new players in Q1 2023 vs being one of a dozen in say mid 2024 is a big difference.
Most experts still expect the SC6 price to be high, but that peak will come down marginally with new supply.
All the more reason why delays are a disappointment, it is a...
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