This ignores several facts:*90% of KV production pre 2030 is committed to offtake agreements & wouldnt immediately be available for Kemerton feedYou must not have read the memo about increasing output and the EXTRA 20% plus the 10% = a EXTRA 30%
to sell on the Spot market or for another offtake!
I wonder what other memo's you and your mate's missed?
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This ignores several facts:*90% of KV production pre 2030 is...
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