I think the FID for the 45kt expansion is around the corner. If you look at it logically, they need to get on with it. They can't keep dragging it out as time is against them if they want to keep capitalising on their first mover status.
The Samsung MOU states 10ktpa starting in 2026 so they need to get cracking. They also want to finalise the agreement before 10 July 2024. We know Tesla has signed a binding off-take for 25kt and LGES as an MOU for 2kt from the 11.25kt plant starting in 2025 and increasing to at least 10kt from the 45kt expansion.
Being the mathematical genius my long ago BSc says I am, those 3 agreements just happen to add up to 45kt.
Media Reports, page-3292
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