They are commissioning and ramping to the new run rate during Q 1 & 2. If they produce 300kt by the end of Q2, we can assume the production rate for Q 3&4 will be in the order of 380kt. As Dale mentioned, production is very much back ended for FY2024.
If they achieve that, we can assume they could hit an annualized rate of 760kt which proportionally lines up closely with the SC5.3 being produced.
Has anyone considered they may ease production due to the apparent over supply. Easy to state new plant being optimized to improve recoveries. That’s my preference. Make them bid the price higher before hitting nameplate.
Ann: 2023 AGM Presentation, page-15
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