Thanks @triage (I'm having HC issues replying). I have had a similar sort of year and I am currently doing my review also. This and emv look like the stars outside lithium.The way i interpreted Glenn's words was that the US was a bigger deal than expected and that demand was driving the additional capacity need. Again, just interpretation but it sounds like insurers will jump at a cheap alternative over there. It would be nice to understand the baseline though to get an idea of future value.
