To keep it short and simple there will be three key drivers of...

To keep it short and simple there will be three key drivers of that change IMO:
Conversion of primary grade Lithium Carbonate to BG Hydroxide at the plant under construction in Japan.
The completion of the Stage 2 pond system in Argentina allowing for greater management of brine and selectivity for the existing onsite BG purification stage.
Final one is almost a chicken & egg thing: Additional BG qualified offtake agreements (the first 2 of which were announced early this year) to justify the increased cost of running the onsite BG purification circuit more consistently and closer to capacity.