Pure speculation, but maybe PLS shifting the goal posts and negotiating JV to take mid stream product, instead of spod. South Korean (SK) auto OEM's active in car exports globally. So from a CO2 footprint perspective, the batteries in exported EV's will require a "passport" disclosing their CO2 intensity (in simple terms).
Therefore, if POSCO are still wanting to follow the traditional route to produce hydroxide (i.e. ship spod from Oz to SK, then convert, deal with the waste, etc, etc) that hydroxide facility could be at a disadvantage and penalized as the green credentials tighten up in the coming years.
The plant is not built yet, so there is time to re-design, but why invest in a facility that could be disrupted by new tech, thus uncompetitive in a few years.
Just my thoughts, AIMO, DYOR
Good News & Bad News, page-1458
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