General Discussion Topics, page-143078

By taking Moblan and a refinery at NAL out of the immediate picture and accepting the OTA with PLL as a fact ( its in the interests of PLL to pay as much as it can to keep the JV out of C&M) that leaves around 113,000tpa ( 85,000tpa net to SYA ) unallocated Spod to find a price that at least matches the cost of production.
That's the main challenge for LD over the immediate future, we know there are buyers out there as we sell everything we produce but refiners are not going to put there own operation at risk to rescue SYA without at least demanding a pound of flesh, especially when new supply is entering the market from LTR , PLS and probably others.

The bottom line is the whole sector needs a change in trend for prices and then more favorable deals can happen.

Cheers Whisky