I think it would be reasonable to assume that given the spot pricing and demand atm, that the minimum obligations would be getting met with out offtake partners and we would be holding all we can whilst running at full production at this point in time, so that we can offload any and all we can in to the spot market given there appears to be far greater pricing to what contracts will be obtaining.
I presume given the spot platform they are working on, that its more than fair to assume this practice has been taking place where there is capacity to do so.
Why not run full steam and just sell in to the spot with excess tons..
This would greatly increase our average price received for the quarter.
Spodumene Prices, page-801
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