AJM remain consistently shipping as far as they've updated from...

AJM remain consistently shipping as far as they've updated from last month. There's been no slow down in shipments and they've been doing as stated, 2 shipments a month. AJM did sent out a photo of the stockpiles of AJM spod in Ganfeng's shed, in China.

JRO are gone, off the register and off the offtakes agreements.

Lionergy have been taking their offtakes. No one is sure on the status of their converter, which is somewhere in Inner Mongolia but have to assume it's running as they haven't refused any shipments as far as the market knows.