Agree on current position, more about showing how quick growth rates between CO3/OH have changed in Japan/Korea in last 2 years or so. We know chunk of '20 growth in China will be high-nickel, for Tesla from LGC, and CATL for other OEMs.
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Hydroxide has been larger than carbonate in Japan since 2017 but agree the recent growth has been significant. Carbonate in Japan was also a record in 2019. IMO China will continue to struggle with high nickel.
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