Interesting that the CEO of Nouveau Monde thinks there will be a...

Interesting that the CEO of Nouveau Monde thinks there will be a supply squeeze/shortage by 2021.
It appears all the minnows all have eyes on SYR and now clearly seem them as the benchmark.

Whilst there are lots of known deposits, most are years away before getting funding, a plant built, let alone into production. But none will have the high grade 60yr mine life like SYR.

The real worry will be change in anode technology/material and or a slow down of the global economy (ie steel prod).
I think all the news re slight down grade in SYR production numbers are already know and factored in SP from the 18/6/18 Balama update announcement. So I can't see any real surprises coming up on the 30th report, except for a few tons up or down or a few months here or there re cash flow and BAM Louisiana plant guidance. Really 2 or 3 months here or there in the big scheme. Yes the SP might go down a bit more, but I can see a lot of consolidation, support around current levels before the next leg up, and when it does it will happen very fast, as it will be a domino effect being an ASX200, the more it gos up the more the instos need to buy it to track the index. Anyway, the next 12 months will be very exciting.