PLS have produced and shipped SC6 Plus if you check the past quarterlies.
Shipping volume is not an ESG problem as much when they only need to send to Port Headland. So increased Volume for SC5.5% is ok.
Sending 2000km by truck etc before its loaded on a ship needs to be a MINIMUM SC6 or Primary Lithium Sulphate to keep the ESG liabilities low.
Customers currently are happy with less than SC6, while volume being produced is so low. Companies are cashing in on this hence $2240 FOB PH for SC5.5% WOW
The next 12-18 months producers are going to make an absolute killing.
Old MT Caitlin owned by ORE now (bless her) is selling all at spot, and is likely making an absolute killing at the moment as they always struggled tp produce SC6.
Nature of the time it would seem.
Expansion Scenarios, page-121
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