Short term maybe Tianqi gets a good deal at spot -5% or whatever the deal is, but in the medium term the removal of 200,000T of overhanging spodumene stockpiles will only be good for the market.
When (if?) Kwinana ever gets up and running, does TLEA get the same discount as Tianqi? Or does Tianqi get to sell to TLEA at market rates?
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