Mt Marion prices were from both announcements, from memory PLS were getting $724 and MIN/NMT $753 (Ganfeng offtaker for both coy's) The difference in pricing was attributed to PLS contracts including Carb formula, whereas MIN/NMT included both Carb and Hydrox, and at the time Hydrox was fetching a $1,200 to $1,500 premium over Carb.
Note I am very confused with the pricing, none of it makes sense, particularly knowing Mt Marion had sizeable portions of 4% grade. From Ganfeng's perspective, its possible security of supply was more important, given PLS, AJM were still in commissioning phase when the MIN/NMT 1HFY19 pricing was inked.
Divesting 20-49% for downstream chemical facilities?, page-194
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