Have you stopped to consider Ganfeng takes AJM product in preference to PLS because of the prepayments?
Surely Ganfeng would prefer to take product they have already paid for. Of course Ganfeng only recoup 30% of their prepayment per shipment because they need AJM to stay in business.
The whole spodumene shipping and pricing situation is much more complicated than most posters seem to understand.
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Have you stopped to consider Ganfeng takes AJM product in...
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