I don't think they will sell the 'excess' lithium on the spot market. Rather I think they will be considered as available for future supply contracts. I think they will continue to build business relationships as processor companies approach them to lock in supply deals. If the demand is there they will agree to supply at a fair price and profitable to GXY which I think is a more secure way to do business anyway.
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Ann: Mt Cattlin Shipping Update, page-41
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