PLS POSCO JV will be able to supply huge quantities into Europe once it’s up to nameplate (it’s already been commissioned). Train 1 of the development will be able to provide 21.5 thousand tonnes of hydroxide then with expansion - at least double that.
Lithium sourced in Australia, processed in Korea then into Europe. No FEOC issues and margins stay within the JV.
DYOR IMO
@Agil
Lithium Related Media Articles, page-22505
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