Lithium & The Future, page-6456

LAC has not stopped production as it has not started production yet

lol... thanks for that clarification, one really needs to go past the headlines.

So the 'production cut' really refers to plant output configs once it's finished. As in GLF needs product now hence AJM spod shipments. As to when the current GLF other projects will go online is another matter.

So really, if one was comparing apples with apples, the real basis for comparison is why GLF spod orders with a company it's just buying from VS a company that it actually has a stake in that should be currently producing and supplying them.