Hi @krugerrands,
Indeed, we'll find out soon enough. Setting aside guidance and what you've been told, are you convinced 100% of output will be battery grade? While AGY hasn't hinted at producing industrial grade, what isn't said in announcements is just as important. I'm yet to find an announcement that states that Rincon will produce 2 ktpa of BG lithium carbonate. There's talk of aims, goals, proven production of BG grade etc. But AGY seem to have been pretty careful in their releases by specifying that they'll be producing 2 ktpa of "lithium carbonate product", rather than specifying battery grade. That omission should be pretty obvious to those assuming that 100% of Rincon output will be battery grade.
As I've stated here ad-nauseum, I don't think it really matters either way as both grades are highly profitable.
Li-related News/Articles/Reports, page-1218
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