Curious what news will come next, so much happening:JV with...

Curious what news will come next, so much happening:

JV with POSCO which in turn would take Li Spod offtake needs beyond stage 2, rampup and use of the POSCO tech in conversion to Lithium Hydroxide

Partner for Stage 3 upto 49%. Their are a very limited number of Aus Hardrock resources with a long life available. This would then combine the stage 2/3 plant design thinking.

News of stage 1 rampup numbers, my own predictions following PLS news is stage 1 is now at 85% overall rampup @ approx 23,467/27,500t 6% Li Spod per month now

Higher concentration Tantalum plans

Potential Aus Li HydroxIde conversion plant options, possibly potential lower cost conversion options with new LPD tech.



Any other major market Li. JV's or TO's; ALB/MIN, WES/KDR

Further Automotive giants realising they need to lock in supply as their are long leadtimes for new mines to enter production beyond their own rampup plans.

More news of Giga factories and conversion plants coming online.


What we see is the demand for Lithium HydroxIde accelerating:

News of LFP/NCM111 real production volumes moving to NCM523/811 faster than predicted (see Adamas Intelligence on Twitter).

General Lithium plans to triple their conversion capacity by 2020

Volvo securing supply from LG Chem who have chemical supply agreement from POSCO. PLS -> POSCO -> LG Chem -> Volvo.


For others who are unaware PLS supply many of the top EV Automotive suppliers now:

PLS -> Ganfeng -> Panasonic -> Tesla
PLS -> Ganfeng -> Tesla
PLS -> Ganfeng -> BMW
PLS -> Ganfeng -> LG Chem -> GM,Hyundai,Renult,Merc (EQ)
PLS -> POSCO -> LG Chem -> Volvo


Fun times ahead, All IMO DYOR.