Previously, offtake from stage 1 & 2 sold out for 5 - 10 years. Now there is available offtake from stages 1, 2 & 3. My guess, PLS will terminate General Lithium offtake aggreement, as General Lithium has been talking 60kptpa expansion since 2016, and just a few months back, they talked it up again.
Just a guess, but wont be surprised if that plays out. New partner will take that offtake along with stage 3 production.
Ann: Production and Sales Update, page-108
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