IMOH, Chinese companies would definitely think of PSC FIRST if they want to secure lithium supplies from African countries due to strong relationship between President Xi and EM.
That’s why the 30% balance offtake is not sufficient and potential offtakers want more. Hence, higher plant capacity is needed/as requested by the potential offtakers.
Would Higher tonnage bring the opex down to 250/t? Interesting!!!
PSC is only good for Loooong investors and true believers!
Ann: Managing Director's Update, page-18
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