I think the target Stage 1 production is about 70,000tpa.
Seems to me likely partner destinations looks something like:
o Thyssen Krupp ~20,00 tpa
o Sojitz ~30,000 tpa
o Midstream processing ~ 20,000 tpa - say half to Posco & half to Vietnamese
Not much left for spot sales.
Then onto Stage 2 upscaling & other potential customers including BAM plants that EGR has an interest in - to then supply the likes of Northvolt, VW, BMW, Mercedes etc.
Then recycling with the likes of BASF
Tanzania only at 10% crazy MAGA cult tariffs so who knows whether the yanks will get or deserve any.
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