The article is an interpretation of GF CEO's speech made at a conference. So using it to join your dots maybe not be the most accurate source .GF will have approx. 80kt capacity this year with 50kt commissioning this month and another 30kt next year as you say. Lets call it 100kt, which equals 740kt of spod, assuming all feed is from spod.
I wonder what happens to the SC4 out of Mt Marion, is that reprocessed to end up in LG Chem and CATL cells to power China made Tesla's or South Korea's Hyundai/Kia's???
With regards to AJM, I note their recoveries are at only 60%, are they sacrificing recoveries for quality, if that's a thing, as not a strong point for me with regards to mechanics of a plant???
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