Well I provided a link to an expected demand curve, but a pay...

Well I provided a link to an expected demand curve, but a pay wall has appeared over it.

Anyway the demand they have forecast 235 kt LCE in 2017, 293 kt for 2020, 423 kt for 2025.

I can see potential supply possibly being 650 kt for CY20, based on my admittedly quick numbers, so a lot of projects mothballed if demand isn't much much higher than predicted.