Trading, page-170

Seriously, the article is headlined as an oversupply coming. They talk about how calculations on supply didn't include greenbushes ramping up, they also don't talk about the 12+ gigafactories not being included in demand. They also don't talk about this Greenbushes supply being predominantly for internal customers.
The funniest part is while trying to tell the story of there being an oversupply they quote someone saying that supply rarely makes it on line or if it does it is late. "How much they can lift production and when that comes into the market is always the question. Yes there’s a lot of potential supply capacity out there, but history has shown that very little of that actually comes on line and the bit that does is always delayed or very late.”

Which one is it? Are you confused AUSTRALIAN?!