LMG Development Pathway, page-38

Good point @rivermore. Magnesium is a critical mineral especially as an alloy with aluminium for sheet metal in the car manufacturing industry and in the production of aluminium cans. If China, which produces 90% of the world’s magnesium, puts an embargo on international magnesium trade, there is going to be a massive spike in the magnesium spot price probably greater than that in late 2021.
Latrobe is on the cusp of being among a handful of significant magnesium producers in the world outside of China.
And remember that world demand for magnesium is growing at 5-7% per annum and projected to double over the next decade.

Magnesium production by the 1000 tpa demonstration plant is scheduled to begin in October this year. Successful demonstration will be followed by the 10,000 plus tpa plant by December 2024

The pumping out of magnesium ingots by LMG can’t come quick enough!