Here's my 2027 prediction.
IQ requirement of downstream processing of spodumene is fulfilled by NAL Carbonate (not my favorite) at the MINIMUM size that was previously under construction ... so ~23Ktpy ... which if it were LiOH would need ~160Ktpy of SC6.
NAL concentrator upgraded to at least 273Kpy being that 160 Ktpy is preferentially delivered to the refinery (i.e not under OTA) and the balance to PLL under OTA (which is the first 113 Ktpy after the preferential delivery) of which Jourdan may well be key.
How do you like them apples?
Here's my 2027 prediction.IQ requirement of downstream...
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