Does anyone know off the top of their head how much Stage 2 offtake is still available?
My understanding is that so far we have allocated:
General Lithium: 140,000tpa
Ganfeng Lithium: 160,000tpa + 75,000 option
Great Wall: 75,000tpa + 75,000 option
So that leaves roughly 275,000 - 425,000tpa still available from Stage 2 production of around 800,000tpa. Would be great to see offtakes for the remainder, although I'd prefer it to head to LG Chem for downstream processing partnership rather than BMW. Maybe we can let BMW have some of Stage 3
BMW Mining Deal, page-4
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