Didn't think of it that way ... was musing they're hanging "sold out" until CY'24/Q4 and take a price representative of $1,200/t SC6
Doesn't indicate that PLS is thinking "KABOOM" in H2 spot pricing ... just based on all these talking heads recently suggesting that with incentive prices required for investment and potential closures that these low prices will result in sharp spikes upwards.
The market should be able to add up the OTA's PLS has and the Pilgangoora supply upgrades .... maybe it's jjust further discipline of don't look at us later in the year to further accelerate production???
PLL General Discussion, page-2348
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