Anyone hovering over that PLL release - I was concerned by that Piedmont 126kt increase update that we are going absolutely guns blazing to solely meet their demand/s, but the 113kt was expected regardless.. and the 13kt additional is simply the missed shipment if you recall from the start of production shipments.
Does not mean either/or will increase production. SYA and PLL will abide by their contract, what will favour us most is getting above nameplate And it looks as though they’re trying to do this in a smart way with reducing costs.
’Speed and Tonnes’ famously quoted by Brett Lynch was honestly not the best approach.. I’ve liked the approach from Jim thus far. Cost cutting is realism.
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