If that is true, it's massive news. What is the past weeks VWAP?
Will provide some leverage, as offtakes from AJM's customers are now void. Will PLS continue to supply AJM's existing customers, or could it all go to Ganfeng, given they are ramping their 50kt hydroxide plant atm. That plant requires ~370kt of spod at nameplate, 200kt from AJM and 170 from PLS, which means both mines would be running at or near nameplate.
Interesting indeed.
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