Why would you cut ties to the biggest customers? No other country comes close to the demand of converting Spod to concentrate that China does currently. Tell me how many converters are currently running in USA or Europe?
We'll be supplying POSCO up to what, 315k tonnes per annum for the South Korean Hydroxide plant in a few years. At P1000 that's almost a third of total capacity.
Chill out.
what happens when china wants all of pls?, page-6
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