Tier 1 converters want Tier 1 product from a reliable supplier. I’m sure they are prepared to pay slightly more for PLS product than run the gauntlet of grease grade, unreliable product that has found its way into the supply chain.
It appears some existing customers may need to find alternative supply, if another JV facility is announced or PLS have plans to go beyond P1000, which Dale has alluded to following the latest drill results and resource upgrade.
P1350> is in the wings I would think. Maybe more in that sometime this year.
Ann: Pilbara Minerals Expands Ganfeng Offtake Agreement, page-14
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