4 offtakes = 4 setups needed since each offtaker would have their own specifications.
did you see how AJM described the modular setup in those 2 official announcements I mentioned? It seems self-explanatory.
No idea re what details PLS described as their S2, but as I understand it, that is not happening right now. Marketing spin and reality are two different things.
AJM's setup is part of their competitive advantage, imo. The results re AJM being the only new li producer not having a slowdown or big stockpile are my basis for the high quality comment. Even the established one like SQM had to take some time off.
I don't know what the details of AJM's setup are, nor will I discuss it at length, even if I did.
