Producing 'any' amount of carbonate doesn't end the OTA. If NAL produced 11,500 tons annually, using feedstock of (very) roughly, 90,000t of sc6 then Piedmont would still receive their 50% allocation.
Here's a good reason.. the capex is very very high and the ramp up very very risky. NAL hasn't even fully ramped the concentrate side of the plant so what makes you think they would take on an additional HUGE undertaking and risk right now when the chemical price is in bad shape?
Producing 'any' amount of carbonate doesn't end...
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