5Mtpa might not be disruptive. But with the project’s IRR, and other prospects, there is no reason production couldn’t be increased (mgmt aside), with further value-added processing. Then AVZ would become disruptive.
To me the announcement is clear. The FIRB rejection is about protecting WA Li. So clearly WA Li lobbied. They’d be fools not to do so.
Ann: Yibin Tianyi Withdraw FIRB Application, page-332
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