Only partly correct, the PLL offtake from Atlantic is at-market but PLL having a project interest and equity interest Ewoyaa and Atlantic creates an economic situation close to having a cheap offtake.
The following is from Piedmont's announcement of 27 Sept 2022 and the market/life-of-mine at market statements have also been repeated in other places. If Spod prices are high, Piedmont will be getting a share of the Ewoyaa mine's profits (which should be large) but they are purchasing "expensive" at market Spod from the Ewoyaa project. While Piedmont has an offtake with A11 they don't have any particularly special terms. You are correct the T&C's re the SYA deal are sweet.
A11 Price at posting:
40.5¢ Sentiment: Buy Disclosure: Held
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