With China temporarily halting production from mines with environmental and governance issues, there should be high demand from other sources.
If SYA has not yet committed their share, something like what PLS has done might be a good option.
“Pilbara Minerals Limited (Pilbara Minerals or the Company – ASX: PLS) is pleased to advise that it has entered into a sales arrangement for a 15,000 tonne cargo of spodumene concentrate for delivery in the March Quarter. This is the first sale of its kind for the Company utilising a new commercial model based on lithium hydroxide tolling. The Company selected this model for this cargo having explored various other sales pathways including short-dated off-take and spot sales through the BMX platform.”
https://1pls.irmau.com/site/pdf/73992890-57c0-4b4a-8f56-d09a86532cd0/Spot-sale-linked-to-hydroxide-chemical-pricing.pdf
General Discussion Topics, page-91173
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