Allkem General Discussion, page-591

Correction the U$20k/t is guidance for the half year, not quarter. Take from that what you will.

Pls is guiding U$2,600-3,000/t for spod in March Qtr22 for contracted pricing only. Upside from BMX auctions.

Demand for carbonate raw material isn't as high as it is for spodumene. Different dynamics at play and is probably a function of a number of new spodumene converters coming on line in 21 that were short of raw material and had their own offakes to meet, chemicals to qualify, establish themselves at any cost.

I agree the premium is justified given pls' unique ability to supply additional product and auction it / take advantage of current spodumene market tightness.

Aimo