Supply versus demand, page-17

Update already. 1200 ktpa potential supply by early 2020s??? Added Whabouchi and Qinghai (for sake of a reminder). Canada is getting into it.

	Column 1	Column 2	Column 3	Column 4	Column 5	Column 6	Column 7	Column 8
0		NOW	2018	2019	2020	2021	not sure
1	SQM	50000		13000	25000	25000	102000	Brine
2	Albemarle	50000		20000	55000			Brine
3	FMC	46000						Brine
4	Ganfeng	30000						Hard Rock
5	Tianqi	34000						Hard Rock
6	Other China adj	23000						Both
7	ORE	17500						Brine
8	PLS		42000					Hard Rock
9	PLS stage 2				37000			Hard Rock
10	AJM		37000					Hard Rock
11	Mt Marion	64000	8000					Hard Rock
12	Mt Cattlin	22000	6000					Hard Rock
13	Mt Holland via Lake J			32000				Hard Rock
14	Nemaska Whabouchi				44000			Hard Rock
15	Cauchari				25000		25000	Brine
16	Greenbushes	80000			80000		20000	HG Hard Rock
17	ORE expansion			25000				Brine
18	Sal De Vida						25000	Brine
19	AJM stage 2						35000	Hard Rock
20	Wodgina		80000	40000				DSO Hard Rock
21	Bald Hill - Tawana/AMAL	25000					Hard Rock
22	NAL - La Corne		25000					Hard Rock
23	Qinghai - China - 50000 LCE						No project
24	adjustment for China	-67000						Hard Rock
25	Totals	349500	223000	130000	266000	25000	207000	1200500

	Column 1
0	note - probably some doubling up between Chinese producers + and hard rock projects
1	all projects are listed at completed target production - but most will take a long while to ramp up to there
2	all rough numbers - about 20% of hard rock Li is not recoverable
3	Much Greenbushes production assumed to be counted in China numbers - hence adjustment
4	All in Lithium Carbonate Equivalent - LCE, assumes 80% conversion from hard rock conc
5	I have found data that 20ktpa LCE is sourced from China, and 67 ktpa is from  imported sources
6	http://www.indmin.com/events/download.ashx/document/speaker/E000994/a0ID000000arDqQMAU/Presentation
7	Don't rely on these numbers - lol