Looks to me as though the old Clipper Tenacious hasn't gone to Lionergy. If that was the case they would probably go to Tianjin but it looks as though its gone to Shanghai before going through new locations for its next voyage to the US. Near Shanghai is Huayou who have the association with Hope New Energy (Lionergy) as previously seen. They also have the JRO 17% stake in AJM as collateral from a few months back. Either lionergy were forced to take this shipment and have farmed it out or this batch has gone to a potential new offtaker as a test sizeable test batch. Just a tin foil hat theory.
Ann: Maiden Lithium Shipment Departs Port Hedland, page-70
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