Hi Scarpa
Thank you for your posts.
But I believe your graph for the supply side expansion is rather oudated and only looked at 2019 figures.
Talison alone, is planning a 2M tonne spodumene expansion project.
PLS is planning a stage 2 DMS, 800K , financing completed and off take secured
MIN is developing Wodgina with ALB, 750k
AJM plans for stage 2 DMS, 440k
AML nameplate is 240k now
This is just a few major developments of hard rock mines in WA, and then there is north america too. And there is brine.
The supply side is ramping up quickly. Overall I don't see a clear gap in supply to allow for a definite market entry, and I think that is why a lot of current explorers are struggling to get funding.
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