As previosuly noted, demand is running ahead of expectation and Kal 2025 is not going to cut it anymore. Amanda has flagged the intention to expand capacity in light of the accelerated demand. Since Kal C&L project is underway budgeted for and takes care of expanded concentrate production, the obvious next step is SX expansion. Kal was initially going to simply replace Lamp c&l 7500tpa, growing to full capacity along with the market by 2025 or so. It can easily run at a higher rate, however, no matching SX expansion as yet. I'm fairly certain the company will soon announce to the market plans for SX expansion, how could they not, with demand for oxides running hot and forecast to accelerate further.
As previosuly noted, demand is running ahead of expectation and...
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