Agreed!! Seems the advantage is in early production. To maximise return, KDR needs to produce marketable product ASAP while the price of Li is high!! So in the short term where else can they process??
As we have some Li, it'll be interesting to see how MOU is developed to advance the interests of both parties. Toll or J/V?
Bogey for POS might be the clause in MOU agreement re 3rd party. Does this leave the door open for overseas group to take over KDR or to guarantee long term offtake and develop processor for KDR so cutting POS out? We are over 100 km away which is/may be problematic.
Anyone have an opinion as this is beyond my ken!!
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