As far as I know CATL still haven't signed a BOA. As such the list is getting limited. Their main option in my opinion are KDR as it is unsigned to date. Or there are others suggesting CATL will partner with Huayou on Manono (AVZ). Apart from that there isn't a whole lot of uncontracted supply. AJM stage 2 is accounted for. 300kt out of 500kt of PLS expansion accounted for. This is why talk of oversupply is garbage. You have one of the future battery leaders with huge expansions to capacity being built and no raw materials.
As far as GXY, Mt Cattlin and Mt Marion are already producing so I wasn't counting them in the explorer to production in the next few years equation. They are already factored into the supply/demand dynamic
Overview of Pilbara Gold Scene, page-227
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