@WTTipAn interesting presentation by IGO on their Kwinana LiOH...

@WTTip

An interesting presentation by IGO on their Kwinana LiOH plant, from August 1. You may find interesting.

For me, their LiOH price forecast data (and corelating to Spod, @ 6% ish from previous LTR presso) is something useful.

Have been 'off the grid' for 2+ weeks, and feel a few things discussing before (DSO & LFP) left unfinished, will get on to it.

And another good pick-up re USA 40% tax credit for those with FTA agreement. If only Indonesia had FTA, and to be a fly on the wall at Tesla/Core meeting this month. Any signing of offtake binding agreement should be a 5 minute affair, its the other 55 minutes of discussion which would be very very interesting to know.