Hi SOS, read your piece just then and trying to get a handle on it.
My understanding is you are saying this jockeying will create artificial demand of inputs (spod). Is this correct? If so will this artificial demand keep spod prices elevated?
Following on from this, if this competition causes stockpiling of either spod or carbonate/hydroxide, what effects will this have on pushing out the date you expect the dam wall to break? Are we talking months, a year, multiple years?
Is Pilbara entering a DSO actually going to hurt themselves and others long term in your opinion if it is essentially feeding artificial demand?
Not sure I am on the right track with all these questions but interested nonetheless.
Spodumene/Battery in China, page-62
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