I see Albemarle have shrugged off the MS report. So if Albemarle are going to expand, are they just going to deliver more product to their existing customers? Have they got new off takes? I remember 2 years ago people saying Albemarle we're going to produce their own batteries and we're not going to supply any new customers.
Also how much resources do they have left? Can't be that much?
Ann: POSCO Backs Pilgangoora Stage 2 Expansion and Downstream JV, page-170
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