1/ Vidalia begins delivery to Tesla
2/ funding for and starting construction of the 45kt expansion
3/ off-takes for the remaining 3.25kt of the initial 11.25kt
4/ off-takes for the remaining 20kt of the 45kt expansion (probably attached to the funding)
5/ Delivery of flake to POSCO
6/ Continued delivery to Indonesia
7/ delivery to other AAM plants when they begin coming online
Shaun did say he expects Balama to be near full production in 2 yrs. I'm a bit dubious although I don't have the full picture of when other AAM plants begin coming online who don't have a mine.
General Discussion, page-1276
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