Thaisarco and MSC for the bulk of the MLX 50% out of Renison from my understanding. You do the math below with MSC doing 22ktpa and 14% from Renison (only Australian mine) - is 3ktpa which is a big chunk of MLXs share of Renison production (noting the JV partner is selling their 50% share through Yunnan).
MSC likely to knock back other African suppliers first but there’s options to get product to smelters either via Thaisarco or Yunnan should MSC not be able to take it. They are after all familiar with the concentrate. Not a huge concern for me.
Tin price, page-306
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