There must be something more KB wants to announce.
Pure speculation, But downstream conversion integration for PLS is key, we need more of our product to be linked to hydroxide production, either via JV's or a stand alone PLS hydroxide plant, which I imagine is dificult for PLS management, given the POSCO relationship and their $80 mill investment.
2019 is going to be a big year for SKorean EV's makers, from both local and export consumption, so, their battery makers need product now, in preparation for 2020 EV output. Like you say, SC6 should maintain, given reliability and quality of supply.
Do Oz hardrockers have a big stick, could we renege on some supply if the offtakers were trying to f... us over on price pt? One thing for sure, they cant rely on supply out of S America, billions already invested in the supply chain wanting a return on investment.
(20min delay)