You may not realise but it’s 113 kt to Piedmont and 37 kt for SYQ If the output is 150 kt,
The question that people really need to ask is what does the second offtake look like - we all know the initial offtake ends with refinery and the leftover goes to PLL at $900. This was confirmed by Dougal when I emailed Sayona. I followed up with does PLL get 25% of the refined product / profits. I haven’t had a response yet but it was only sent a couple of days ago - I suspect that it’s being clarified.
General Discussion Topics, page-89289
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