Short of tesla asking for an off-take I dont see any value pursuing more offtake partners for nickel.
Certainly some could be accomodated for cobalt.
Assuming circa 16000t of contained nickel (10kt to LG, 6kt to Samsum)
There would be 1733t of contained cobalt of which 1kt is pledged to LG, Certainly room for a cobalt off-take without increasing plant size further.
As mentioned by Bobby HPA offtake would be massive, so far only ATC has been able to deliver one (Mitsubishi). ATC seems to be having a range of issues currently however.
QPM Price at posting:
3.8¢ Sentiment: Buy Disclosure: Held
