Yes, from memory, at 580kt, there will initially be approx 200kt spare for BMX or whoever, for the period until the Posco JV facility is at nameplate and taking 315kt. By then, P680 should be completed and there will be approx 100kt spare or more if some of the existing customers contracts aren’t renewed. Then again, the current customers may want more which would chew into the spare 100kt. My bet is they want more and it will be a desperate mob knocking at Dales’ door.
News: PLS Pilbara Minerals may have uncontracted spodumene available for sale, page-32
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$3.06 |
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Mkt cap ! $9.210B | |||
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