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clock Created with Sketch. 17/10/23
14:44
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Originally posted by RavingStark:
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Y, Some reality needed re your continued assertions that ALB "only targeted LTR because they need a cheap source of spod for their Kemerton LiOH Plant, and ... the only good spod source close to Kemerton would suit them"; that ALB "NEED LTR spod to help keep their Kemerton Plant costs down" and they will return to buy LTR due to the desperate situation they find themselves in ...
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This ignores several facts:*90% of KV production pre 2030 is committed to offtake agreements & wouldnt immediately be available for Kemerton feed You must not have read the memo about increasing output and the EXTRA 20% plus the 10% = a EXTRA 30%
(20min delay)