Interested in people’s thoughts on how much of a given the ore supply from New Caledonia is to QPM. I haven’t come across much discussion either way on it, so not sure if that implies that it’s considered one of the lower risk aspects of the project.
I know they have agreements with SMGM and SMT, and a MOU with SLN. The latter was in the news a bit over the last 12 months, things seem to have improved in the last 6 though and hopefully continue to.
Ann: Investment and Offtake Agreement with LGES and POSCO, page-240
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