I think we'll see this well before the release of DFS.
Avalon Spring campaign now having a sense of urgency about it. Mt. Cattlin and Seperation Rapids (at a later entry point) would be enough to satisfy the P1 plant requirements.
Alvarroes I don't see the need at this stage.
The target at Alvarroes is up to 5Mt with 3Mt being a base target minimum. Then (potentially) have Gaia with it's favourable grades as an Alvarroes resource extension.
This getting into 20,000tpa LCE feedstock levels or enough to sustain a Phase 2 L-Max plant for the intermediate term.
PEG009 and Moriarty? Mt. C for concentration then Canada? Japan? ... WA?
...
Looking good.
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