I'm surprised that your shocked Bob,
Tianqi / IGO - Greenbushes spod converted to hydroxide in Oz
ALB/MIN - Greenbushes spod converted to hydroxide in Oz
PLS - 315kt of spod (~50% of production) converted to hydroxide in SK
PLS - 320kt spod for Midstream production by 2025
SQM/WES - Mt Holland converted to hydroxide in Oz
LTR - 450kt heading to Tesla, Ford, LGES
MIN - Wodgina/Mt Marion wanting to convert their share of spod in Oz
The above list leaves PLS 265kt offtakes, GFL Mt Marion share, CXO and ALB's share of Wodgina, which probably totals 1.1 million tones of spod (154kt LCE) still heading to China. Very rough calcs, but you get the picture
I'm surprised that your shocked Bob, Tianqi / IGO - Greenbushes...
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