go back to the roskill figures of 2007 and you'll find estimates of 188kt for 2012. in previous presentations their projections were even higher. that is pretty far away from reality and there is a reason for the overoptimistic nature of these estimates because they are the basis of funding for most explorers. now they tell us the same story for the same reason. facts are: massive oversupply + massive stockpiles in china + additional supply from a growing number of small and big producers in the coming years = a dead market for years to come, especially regarding lree because every hree deposit will flood the market with lrees as well.
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what over supply??, page-7
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