sanyo to triple nimh output, page-5

cells seems to be a good explanation to me.
Should be easier to mix up for a jounalist than, months or years or the numbers.

As long as sanyo is tripling their production it is just positive anyway.

Demand will come back and go on the rise some day.
But what about future supply sources not really taken into consideration?
I'm thinking about chinese tailings as such a source.
A few month ago I've read an article by Clint Cox (Anchorhouse.com) in which he mentioned that from 110.-120.000t of 2008 Output about 18.500t resulted from tailings.
He indicated that from 20% recovery (now)from tailings China aims to get to 100% (all of their tailings)which might then cover 50% of world demand.

Pls don't take every single number to serious, but please think of the potential of chinese tailings for a minute. Especially if we keep the sometimes(or better often) bad recoveryrates in China of below 50% in mind these tailings seems to have huge potential with latest separation know how. Maybe like ARU's...

Just imagine China could raise their low recovery rates.
Baotou has something between 10-20%.

This is the biggest supplythread to me. A kind of black box.
Any opinion?

Cheers,
Mic