They have been playing the WA spod producers against each other, given the latent supply available. As a result, they have options, picking up the slack from another supplier who has spare capacity, any thoughts on who that might be, MIN could turn on 1 of it's 3 250kt trains to temporary fill the gap, PLS may have ~70kt of spare capacity, but they may sit on that until prices rise. .
Ann: PLS: Conditional Agreement to Acq. Altura Lithium Operations, page-427
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