Hi@moowee,
Come the end of 2024, the only committed production we have to China is with Ganfeng Lithium at
160ktpa. Contracts with General Lithium, Great Wall Motor Co.,Yibin Tianyi all expire at that time.
We will have approx. 185ktpa to "sell" in the best way possible --- another downstream JV probably.
LTR are targetting production for mid 2024, so " LTR has better O/T customers. Less exposure to the
Chinese" is irrelevant.
Cheers
Hi@moowee,Come the end of 2024, the only committed production we...
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