Yes thats correct but the overall arrangement remains the same with PPL entitled to 113,000tpa. They were and probably still are working shipments around how it best fits In with the JV and PLL's own OTA partners requirements as things settle in. They had recieved 43,200t by the end of Dec with a shipment of 13,100t shipment delayed and into Jan so have recieved their six month entitlement more or less as expected.
The bottom line is PLL are expecting total production of 180,000t from NAL this FY which is at the top end of expectations, so that leaves 67,000t for the JV. Hopefully it will be nameplate through FY 25 and the shipments will be 50/50.
Cheers Whisky
Ann: FY24 Half Year Results, page-67
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