There’s also Sayona changing the figures on their downstream LCE estimate from 30 ktpa to 23 ktpa which means there’s a fair chunk of sc6 left if NAL is running at nameplate by then. It would be reasonable to assume that over the next few years with blending from better sources that they could get close.
They didn’t give an explanation and no one asked them for one at the AGM.
Just to add to the confusion
PLL General Discussion, page-751
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