Anything for the neighbours?
Maybe this quarter we also hear Bald Hills, Mt Marion, Mt Catlin all reduce output. The quality of spod from those 3 would be making those operations borderline at current pricing.
Wodgina plans unknown, quarterly should shed some light.
Mt Holland being constructed by SQM/WES, probably OK as there is financial clout behind those two owners.
Sigma, Stage 1 OK but the Stage 2 & 3 expansions maybe delayed now, unless an OEM or CATL buy them for a song and ramp.
There is a silver lining with the current pain, for those with funds and patience.
Ramp up of next PLS shipment..., page-2720
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