IGO quarterly highlights the difficulties of downstream conversion to Hydroxide. 146t for the quarter.
With the Posco JV in commissioning stage, we are entering a period of risk. PLS won’t increase ownership from 18% to 30% until the plant is running close to nameplate for a period of time. I’m glad PLS are partnered with Posco who have the resources to tackle these challenges. They are cathode and anode producers also.
https://thewest.com.au/business/mining/plummeting-production-at-igo-and-tianqis-kwinana-refinery-show-australias-lithium-refining-challenge-c-11442182
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