It does ask the question, what do ALB, SQM and Livent do? Then there's Chinese exports? All quite apart from Australian converters.
HOWEVER, this is NOT the first time I've read this. Then I kept another reference. I posted it but still got shot down. As follows:
The main point is our Stage 2 conversion will be placed next to its end Stage 3 user in South Korea. This will ensure our product is maximum quality ... and battery quality is everything.
FURTHER, Joe Lowry has stated on several occasions he is working for potential European converters who will be in the market for a big supply of Spodumene. Could it be the following, posted recently:
As @SF@HC post underlines, we are the producer with ability to expand to meet the coming market demand. The question is how will we pay for it?
Good News & Bad News, page-489
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