Oz hard rockers are keeping it very tight, not giving anything away, from the perspective "there is" latent supply available in WA (see Wogina, the Ngungaju Plant and probably some capacity from GB's) however, that's all flagged for onshore downstream processing and the BMX platform, once again, keeping it tight. Wrt the GB's spod production, it would be difficult for Tianqi to flood Chinese market with spod, now that IGO are coming onboard, not to mention ALB's 49% influence.
Oz hard rockers are keeping it very tight, not giving anything...
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