Half of Renison goes to Chinese smelters - JV parter Yunnan takes it. The MLX half (~4ktpa) goes predominantly through MSC and Thaisarco as I understand it. I’m sure Thaisarco has some capacity to take more Renison concentrate, I also think the Chinese would be happy to take more given familiarity of product (+ product quality) and the shortage of concentrate. May see if I can find out more.
chart, page-14
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