SYA 7.14% 2.6¢ sayona mining limited

Mid-stream processing, page-24

  1. 1,372 Posts.
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    Because OTA is for spodumene concentrate- not refined material. You are right that there would be no benefit to supply this material to PLL, but eventually market will
    move this way.All customers and indeed general market will demand it for ESG purposes. it absolutely does not make sense to be transporting excessive tonnes around the world at huge physical and environmental cost. PLL OTA will IMO devalue as customers will want newer refined products at higher ESG rating
 
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