Posco JV won’t reach nameplate until 2025 looking at current contract obligations and production profile. So, decision time as some off take agreements expire EO2024. We will see how long it takes to fully ramp Posco Lithium Solutions to take the full allocation of 315kt. At SC5.4, we may well see closer to 350kt needed for 43kt of Hydroxide.
Ann: Pilbara Minerals Expands Ganfeng Offtake Agreement, page-77
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