Based on the statement ganfeng is sourcing the lithium for BMW from Australia as part of the focus on sustainable sourcing, transparent supply chains, etc... and is spending
540m over 5 years
ganfeng has offtake agreements with
- mt Marion for a 3 year period for 70k tonnes ( 2018)
-pls which "...involves 160,000 tonnes per annum (tpa) of chemical-grade spodumene concentrate production from stage one of the lithium-tantalum project over an initial 10-year period.." (2017)
is there any way to link the two to get an idea if this represents an incremental demand or can be catered through these agreement volumes?
Good News & Bad News, page-3422
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