After having another look at the movements of General Cargo ship SCOTER, I now believe it also delivered NAL spodumene to South Korea.
Unlike Bulk Carrier WOODY which ended up berthing near the POSCO/PLS Lithium Hydroxide plant at Gwangyang, SCOTER has now berthed near the POSCO Future M Plant in Pohang, South Korea.
O General Cargo ship SCOTER
X POSCO Future M Plant
According to LD in the call, there were two shipments of NAL spodumene last quarter. The quantity shipped was 25,000 tonnes on one ship and 27,000 tonnes on the other.
Being the smaller ship, I am thinking SCOTER was carrying 25,000 tonnes, part of which was delivered to the Tianqi Lithium Carbonate Refinery in Zhangjiagang, China and the remainder to POSCO Future M at Pohang, SK.
SYA Price at posting:
2.3¢ Sentiment: Buy Disclosure: Held
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