Update already. 1200 ktpa potential supply by early 2020s???...

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    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
 
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