Ann: March Quarter 2019 Results Conference Call, page-63

Someone ..forgot who ...was it ljcamp?.. mentioned that Yahua (who supplies to BYD) is increasing capacity on their conversion plant and for that reason was offline a few months. However, no linked article was cited so could not be verified.

But if it is, then would explain both the shipments from MtC and offtake with Core. I dont think Core has produced or shipped anything yet. Their first production is scheduled on late 2019.