I encourage everyone here who hasn't already to listened to Arcadium CEO, Paul Graves conversation on rock stock channel.
It give great simple insights into the floor pricing and incentive pricing for contractual expansion and life of line expansions.
They also cover hydroxide demand in the US.
it's made things a bit clearer for me as to why off takes are taking longer for sayona and also why the Carbonate plant at NAL isn't necessarily the perfect answer.
General Discussion Topics, page-135365
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