Grade pffff, 6% is the standard, but in tight markets, 5.5% is acceptable. PLS will be producing 6% spod con, 35% value added product and 13kt of battery grade hydroxide via POSCO/PLS JV all before LTR will be wearing its pull up nappies.
Ngungaju capacity is not under offtake, same for P680 and P1000 and many of existing offtake contract are up for renewal in 2024, so options plenty.
BTW, who's Ford, Tesla going to employ to convert LTR's spod in 2 years, I'll give you 1 guess....
PLS is 120kms to port, not 700km's, thus cost lower, but all round, you cant compare LTR to PLS, that's just plain silly, PLS is a producer, LTR is not, lets compare in late 2024, nuff said.
Good News & Bad News, page-12105
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