It appears some existing customers may need to find alternative supply, if another JV facility is announced or PLS have plans to go beyond P1000, which Dale has alluded to following the latest drill results and resource upgrade.
Yep, and the new agreement is for 3 years only, which may align with midstream product ramp or a third JV chem facility.
Not happy its heading to China, but if I had to choose a Chinese customer, GFL would be at the top of my list. PLS obviously have spare capacity at this point and as P1000 comes online to feed new JV refinery, there will be spare capacity until that facility is ramped, maybe sometime in 2027.
Ann: Pilbara Minerals Expands Ganfeng Offtake Agreement, page-67
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