Maybe they can negotiate some supply from their Greenbushes JV... but doesn't really matter now at this point. They've thrown billions of dollars at Kemerton (15 mins away from where I live). They aren't far away from getting the process right and producing the hydroxide and adding new trains on. They will find someone to buy or JV with, that's for sure.
Maybe they can negotiate some supply from their Greenbushes...
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