South Korea's POSCO signs long-term deal to buy lithium from Australia's Pilbara, page-84

The positive of the Morgan Stanley rpt is that it will make it that so much harder now for juniors to get funding for greenfield projects as banks are naturally risk adverse. Brownfield expansions such as PLS stage 2 are far more economical than opening a new mine - and can be funded by internal cash flows. For PLS this will mean more market share and better profits but for a lot of unfunded juniors out there who aren’t in production - I dare say the ship has sailed. Bring on stage 3 (maybe after getting some cash flows first .. and doing some further drilling haha)