I doubt Yibin will have 410K from AVZ at the moment because it...

I doubt Yibin will have 410K from AVZ at the moment because it has local supplier in Sichuan China which is one of the largest spod mines in China. I speculate that they would most likely to have a diversified supplier base to avoid total dependence. The 750,000 from that table is the total lithium spod Yibin needs at this moment, and just coincides with the AVZ production figure, hence your assumption of that. However, I do hope you are right as Yibin has a stage two conversion plant just started construction which means it will need extra 300,000 ton of spod in late 2022.