What can we take is that there is a lack of battery grade (6%) available. Some of the converters are new and lack experience. Thus, Glad PLS have quality customers, that know what they are doing. PLS grade, while not proven yet, is expected to be 6%+, and all spoken for.
My understanding is Greenbushes consume / convert their own product, thus not availble on market. GXY have 5 year contracts for all their Mt Cattlin product with Japan converter, thus that product isn't available.
Stockpiles of DSO (i.e. MIN), converters have trouble converting. Coversion capacity running at only 70% of nameplate as a result.
Yes, converters using lower grade (i.e. 5 to 6%) product because there are no alternatives, which translates into higher opex, thus not ideal.
Lithium Demand surge, page-1938
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