That's a good question, because Morgan Stanleys forecast already has them producing lithium.
What's important is that Albemarle has marketing rights a won't flood the market with lithium at cost of production. Whilst MRL will pressure test the plant. l doubt they'll fully ramp up until the deal is completed.
If it's true that converters have largely de-stocked. it could get interesting from November onwards.
Well know more tomorrow when the quarterly comes out.
Energy Resources, page-7
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