For nearly two years, PLL is meant to have been supplying spodumene concentrate to Tesla.
Given that Tesla does not have an operating refinery, capable of converting that amount of feed into battery grade lithium salt, I am wondering what has been done with the 150 to 200k tonnes of spod from NAL that should have been delivered to them by PLL?
“Piedmont and Tesla have mutually agreed to amend their previous offtake agreement with the terms of this new agreement, which are binding for a three-year term and include an option to renew for another three years. Under the amended agreement, Piedmont has agreed to deliver approximately 125,000 metric tons of SC6 to Tesla beginning in H2 2023 through the end of 2025.”
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