That pressure may be not only for ASN, it may be on the whole lithium sector. Lithium demand and over supply discussion is over the past one year, while not all lithium company achieved their goal, also some raining caused some South American company, eg. ORE has to reduce the yearly production last year and this year as well.

ASN has Br and I, which both predicted to 3% increase demand till 2025, so, ASN has a better position than other lithium only company, maybe.

Bromine Market is set to Reach a Value of US$2.674 Million by 2025, Bolstered by Industrial Applications - TMR

https://www.prnewswire.com/news-releases/bromine-market-is-set-to-reach-a-value-of-us-2-674-million-by-2025-bolstered-by-industrial-applications-tmr-876838077.html